EVORO
ST
A few small things may need your attention

Nothing urgent — just a handful of items you might enjoy quietly clearing.

Total assets
£1.11m
Total liabilities
£248k
Policies on file
11
Documents
13
What you owe
Halifax
mortgage · £1180/mo · 2.14% · fix ends 01 Aug 2026
£248k
Pensions
6 items
Aegon
pension · £420/mo
£142k
Vanguard SIPP
pension · £500/mo
£245k
Aviva personal pension
pension
£98k
Aegon
pension · Sarah Thompson
£86k
Beneficiary missing
Vanguard
pension · Sarah Thompson
£245k
Aviva
pension · Sarah Thompson
£98k
Beneficiary missing
Investments & savings
9 items
Hargreaves Lansdown
isa · £250/mo
£41k
Vanguard
isa · £200/mo
£48k
Nutmeg
gia
£62k
NS&I Premium Bonds
investment bond
£35k
Marcus by Goldman Sachs
cash
£12k
Hargreaves Lansdown
isa · Sarah Thompson
£41k
Vanguard
isa · Sarah Thompson
£48k
Nutmeg
gia · Sarah Thompson
£62k
NS&I
investment · Sarah Thompson
£35k
Protection
1 item
Aviva
life cover · Sarah Thompson
£250k
Beneficiary missing
Property & mortgages
3 items
Primary residence
property
£425k
Halifax
mortgage · Joint · renews 01 Aug 2026
£248k
Direct Line
home insurance · Joint · renews 28 May 2026
Estate & legal
1 item
Co-op Legal Services
will · Sarah Thompson
Documents in your file
13 on file
  • Aviva_Life_Cover_2021.pdf
    Aviva · 12 Feb 2026
    verified
  • Halifax_Mortgage_Statement.pdf
    Halifax · 12 Feb 2026
    verified
  • Aegon_Workplace_Pension.pdf
    Aegon · 01 Mar 2026
    verified
  • HL_ISA_Statement_2025.pdf
    Hargreaves Lansdown · 08 Apr 2026
    verified
  • Vanguard_SIPP_Statement_2026.pdf
    Vanguard · 14 Apr 2026
    verified
  • Aviva_Personal_Pension_2026.pdf
    Aviva · 22 Apr 2026
    verified
  • Vanguard_ISA_Statement.pdf
    Vanguard · 22 Apr 2026
    verified
  • Nutmeg_GIA_Statement.pdf
    Nutmeg · 26 Apr 2026
    verified
  • NSI_Premium_Bonds.pdf
    NS&I · 26 Apr 2026
    extracted
  • Marcus_Savings_Statement.pdf
    Marcus by Goldman Sachs · 01 May 2026
    verified
  • Sarah_Thompson_Will_Draft.pdf
    Co-op Legal Services · 03 May 2026
    needs review
  • P60_2024-25.pdf
    Employer · 10 May 2026
    verified
  • Direct_Line_Home_Insurance_Sarah.pdf
    Direct Line · 10 May 2026
    verified

We organise this from the documents you and your adviser share. Anything missing or out of date? Use the upload area in the portal.