Smart ideas about wealth
Our business
The Accountant
Current position
Used assets
- Flat in Chelsea - £1,700,000
- BMW - £50,000
Liquid assets
- Cash - £460,000
- Various personal pension plans - £1,600,000 (pays maximum contributions)
- Various investments (ISAs & PEPs) - £320,000
Illiquid investments
- Property in Spain - £600,000
- Hedge fund - £250,000
Liabilities
- Mortgage on Spanish property - £200,000
Bloomsbury thoughts
" the best way to own common stocks is through an index fund"Warren Buffett, Chairman of Berkshire Hathaway,” 1996
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