Developing an effective investment strategy
Peter and Linda, were 74 and 71 years old, married with two grown up children: Mortgage: None Income: Sufficient for their needs Investments: Substantial, although scattered and complex Their situation Peter and Linda are both…
Family bereavement: Providing reassurance in a time of need
Diane was 48 years old, unfortunately widowed with a 13-year-old daughter: Salary: £0, Diane had not worked since the birth of her daughter Existing Savings: £25,000 and an endowment policy Mortgage: £60,000 Pension: None of…
When can I retire?
Keith and Claire were 55 and 57 years old, married with two grown up children: Combined Salaries: £80,000 Existing Savings and Investments: Cash £50,000, Stocks and Shares ISA £150,000 Two properties: £475,000 and £300,000 Mortgages:…
Difficult decisions after receiving a large inheritance
Emma and Rob were 41 and 43 years old, married with two young children: Combined Salary: £130,000 Existing Savings: £11,000 and ISA £35,000 Property worth: £400,000 Mortgage: £225,000 Inherited: £1,750,000 Their situation Emma and Rob…
