Smart ideas about wealth
Our business
The Senior Executive
Current position
Used assets
- House - £1,500,000
- London flat - £450,000 (rented out)
- Possessions - £250,000
Liquid investments
- Cash - £310,000
- Shares in current and former employers - £1,610,000 (from maturing share options)
- Other equities and collective funds - £460,000
Illiquid investments
- Executive pension scheme - £50,000 (funded by employer and invested in a managed fund)
- Share options - £510,000 (vested and invested)
- Deferred final salary pension benefits - £58,000 p.a.
Liabilities
- Mortgage on flat - £210,000
- School fees for several years
Bloomsbury thoughts
"The investor ‘s chief problem - and even his worst enemy ' is likely to be himself"Benjamin Graham, legendary American investor, scholar, teacher and co-author of the 1934 classic, Security Analysis
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