Private Wealth Management
| Date | Description | Ref. | Amount |
|---|---|---|---|
| 02 Oct | Portfolio dividend | REF-8820 | +£4,200.00 |
| 11 Oct | Management fee | REF-8821 | −£1,450.00 |
| 19 Nov | Bond maturity | REF-8834 | +£11,750.00 |
| 28 Nov | Custody charge | REF-8839 | −£320.00 |
| 14 Dec | Client transfer in | REF-8851 | +£8,360.00 |
| 29 Dec | Stamp duty | REF-8862 | −£4,120.00 |