Apsire Partnership Brochure - page 26

Assets
Investments
OEIC - VanguardLifestrategy60%Equity
£2,000
ISA - Dimensional Multi-factor Balanced
£85,714
ISA - Dimensional Multi-factor Balanced
£85,298
Total
£87,298
£85,714
£33,012
Savings
First Direct - (for School Fees)
£2,500
NationwideCash ISA
£3,400
Total
£5,900
£5,900
Pensions
SIPP - David
£347,622
SIPP - Lucy
£12,793
Total
£347,622
£12,793
£160,415
Property
Holiday Property
£245,000
1AspireAve
£725,000
Total
£970,000 £770,000
Total Assets
£434,920 £104,407 £970,000 £969,327
Liabilities
OffsetMortgagewith First Direct
£190,000
Total Liabilities
£190,000 £190,000
NetWorth
£434,920 £104,407 £780,000 £1,119,327
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