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Financial advice from LEBC experts.

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David Jones

Investment and Pension expert

LEBC, Cardiff

david.jones@lebc.com
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My assets

ItemValue
Property: Flat d. 119 Bedford Hill, London, SW12 9HE

From Zoopla

 £512k
Vehicle: Mini Cooper, 38k, Reg: YE10 HCV

From Autotrader

 £7k
Valuables: Engagement Ring £5k
View Amend
1

My current savings (Instant access)

ItemValue
Savings: LEBC £5k
Savings Banks: Santander 123 Current Account

From Santander

 £5k
Goals / Budget vs progress None
View Amend
2

My current investments

ItemValue
Two year fixed ISA: HSBC, invested £15 at 5% interest,
taken out in April 2016, matures in May £5k
Pension: Royal London stocks, low risk £5k
View Amend Top up wealth
3

My income and expenditure

Income:

Salary £##INCOME## from Hogan Lovells

Trust fund £10k payout in 2018, £10k in 2019
Expenditure:

Credit card £500 p/m

Mortgage £800 p/m

Insurance, car £15 p/m

Flat £20 p/m

Ground rent £15 p/m

Maintenence £15 p/m

Other £200 p/m

View Amend
4

My assets

ItemValue
Property: Flat d. 119 Bedford Hill, London, SW12 9HE

From Zoopla

 £512k
Vehicle: Mini Cooper, 38k, Reg: YE10 HCV

From Autotrader

 £7k
Valuables: Engagement Ring £5k
View Amend
1

My current savings (Instant access)

ItemValue
Savings: LEBC £5k
Savings Banks: Santander 123 Current Account

From Santander

 £5k
Goals / Budget vs progress None
View Amend
2

My current investments

ItemValue
Two year fixed ISA: HSBC, invested £15 at 5% interest,
taken out in April 2016, matures in May £5k
Pension: Royal London stocks, low risk £5k
View Amend Top up wealth
3

Investment Recommendations

image 10

New investment product

My income and expenditure

Income:

Salary £##INCOME## from Hogan Lovells

Trust fund £10k payout in 2018, £10k in 2019
Expenditure:

Credit card £500 p/m

Mortgage £800 p/m

Insurance, car £15 p/m

Flat £20 p/m

Ground rent £15 p/m

Maintenence £15 p/m

Other £200 p/m

View Amend
4

My assets

ItemValue
Property: 9 Elm Park Road, Chelsea, London, SW3 6BP

From Zoopla

 £5.14m
Vehicle: Range Rover reg: SC 21

From Autotrader

 £80k
Valuables: Engagement Ring £5k
View Amend
1

My current savings (Instant access)

ItemValue
Savings: LEBC £5k
Savings Banks: Santander Instant Access Savings

From Santander

 £50k
Goals / Budget vs progress None
View Amend
2

My current investments

ItemValue
LEBC:ISA £400k
Pension: Royal London stocks, high risk level £200k
LEBC: Stocks and Shares Investment £500k
View Amend Top up wealth
4

My income and expenditure

Income:

Salary £##INCOME## from Hogan Lovells

Dividends £100k payout in 2017
Expenditure:

Credit card £2,500 p/m

Home Insurance £300 p/m

Insurance, car £600 p/m

Life Insurance £150 p/m

Other £1,000 p/m

View Amend
4