Portfolio Clinic 

Should I stick with Fundsmith?

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Chris, 44

Description

Sipp, Isa, cash and property

Objectives

Partial retirement at 55, maximum possible retirement income, help children with university and first home costs

<p>Sipp, Isa, cash and property</p>

Chris is 44 and lives with his partner and two children, aged six and eight. He is a self-employed landlord and runs a property management company, and earns about £100,000 a year. His partner earns about £30,000 a year as a self-employed consultant, but has negligible assets and savings. Their home, which is worth about £500,000, has a £155,000 mortgage on it.

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