We use cookies to improve site performance and enhance your user experience. If you'd like to disable cookies on this device, please see our cookie management page.
If you close this message or continue to use this site, you consent to our use of cookies on this devise in accordance with our cookie policy, unless you disable them.


Portfolio Clinic

Reader Portfolio: Dan and Henrietta

TV execs in 50s aim for £150k income

This couple can achieve their goal more tax-efficiently and need to tidy their portfolio holdings

Free expert advice

Submit your portfolio and have it audited by Chris Dillow, Investors Chronicle economist, and other selected top industry experts.

Recent portfolio reviews

    1. Reader portfolio: Anonymous

      Investing to pay mum's care home fees

      Investing to pay mum's care home fees

      By Moira O'Neill | 19 February 2015

      Our reader needs to cover a £23,000 annual shortfall in his 92-year-old mother's care home fees

    2. Reader portfolio: Simon

      How I achieved financial freedom at age 39

      By Moira O'Neill | 11 February 2015

      Simon has achieved his investment goal of financial independence six years earlier than expected

    3. Reader portfolio: Anonymous

      36-year-old aims for £40,000 income at age 55

      By Moira O'Neill | 06 February 2015

      A young investor wants to lower the risk in his portfolio but this could stop him achieving his goals

    4. Reader portfolio: David

      I want to leave £1.4m to charity

      I want to leave £1.4m to charity

      By Moira O'Neill | 28 January 2015

      Our retired reader and his wife want to leave their Isas and personal pensions to charity and so are investing for capital preservation. But our experts disagree on the ideal asset allocation.

    5. Reader portfolio: Barry

      I want to pass my Sipp assets to my daughters

      I want to pass my Sipp assets to my daughters

      By Moira O'Neill | 23 January 2015

      Our reader wants to will the assets in his 'surplus' self-invested personal pension to his two daughters. Our experts say this will change the risk profile for the investments

Register today and get...

Register today and get...
Please note terms & conditions apply