- Our reader is a very hands-on investor, but this will have to change
- He is considering simpler options for his portfolio but is unsure of which works best
- He will also need to draw money from his investments for care costs
Reader Portfolio
Andrew
70
Description
Isas and pensions
Objectives
Reorganising and simplifying the portfolio
Portfolio type
Preserving wealth
When we receive life changing news, the last thing we want to do is think about our finances, but unfortunately, a serious illness often demands that we reevaluate every aspect of our lives, including what we do with our money.