JS
2
Total net wealth
£2,555,901.21
↑ £326,176this year
Wealth£2,688,234
Debt£132,333
JC
James Carter
Your private adviser

Goals

See all
Retirement income
Needs attention
January 2045 · £1.48m of £3.2m
Children's education
On track
September 2032 · £68,400 of £96,000

Accounts

Stocks & Shares ISA
ISA
£92,340
Personal Pension
SIPP
£1,480,200
General Investment
GIA
£1,015,694
Cash reserve
Cash
£100,000

Upcoming

Oct
20
Annual review
10:00 · with James Carter
Video call