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Francis, 60

Description

Sipp and Isa

Objectives

5% a year from growth and income

Francis is 60 and has been investing for over 10 years. He works full time in a well paid job and has a final salary pension which will provide around £23,000 a year once he is 65. In addition to his investment portfolio which is held in a self-invested personal pension (Sipp) and Individual Savings Account (Isa), he has about £300,000 in Isas and £200,000 in various savings accounts.

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