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'How do I get the most out of my £1mn pension and Isa?'

Portfolio Clinic: Our reader is unsure of what the future holds and is finding it hard to decide on the right investment strategy. Dave Baxter looks at the options
February 9, 2024
  • This reader has some unusual circumstances but has amassed substantial savings
  • With the future looking uncertain, how can she get the most out of her portfolio?
Reader Portfolio
Jemma 50
Description

Substantial Isa and pension investments, £900,000 property

Objectives

Maximise portfolio growth

Portfolio type
Investing for growth

Those saving for retirement often have a set vision of the future, be it seeing the world in their 60s, spending time with family or moving to a dream location. But not all of us have such a concrete idea of what's to come, meaning we need a flexible investment approach.

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