WealthWelly

Your financial picture

Example figures. Fictional account.

4 October 2026
GBP · Whole household
Excl. property · History MAX

Net worth£254,817.45

Assets£470,467.45

Debts£215,650.00

Recorded history

Historical observations and today's calculation. Balance changes include additions, removals, contributions, exchange rates and valuations.

Item	Source and date	Value
Pensions		£314,081.37
State Pension	Recorded valuation18 August 2026	£172,081.37
SIPP	Statement18 August 2026	£142,000.00
Investments		£88,286.08
Stocks and shares ISA	Statement18 August 2026	£64,500.00
US brokerage	Statement18 August 2026	£23,786.08Full native value US$31,400.00 FX date 2 October 2026
Cash		£32,200.00
Easy access savings	Statement18 August 2026	£28,000.00
Joint current account50% owned	Statement18 August 2026	£4,200.00
Crypto		£18,900.00
Bitcoin cold wallet	Market price18 August 2026	£18,900.00
Vehicles		£11,800.00
2021 Skoda Octavia	Statement18 August 2026	£11,800.00
Valuables		£5,200.00
Omega Speedmaster	Your estimate18 August 2026	£5,200.00
Debts		£215,650.00
Mortgage on Home in Leeds	Statement18 August 2026	£214,000.00Owed
Amex	Statement18 August 2026	£1,650.00Owed
Net worth		£254,817.45