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Steve, 63

Description

Sipp and Isas invested in funds and shares, property, cash 

Objectives

£35,000 a year income, and money for holidays and cars

<p>Sipp and Isas invested in funds and shares, property, cash&nbsp;</p>

Steve is 63 and retired in August 2017 after running an automotive parts business in France for several years. He will start receiving the state pension in three years, which together with his wife's pension should pay £15,000 a year. In the meantime, they need to generate income from their portfolio, although he has not yet drawn from it and will not need to for the rest of this year.

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