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Geoff, 69

Description

Sipp and Isa invested in funds, residential property

Objectives

Supplement retirement income and leave money to children

<p>Sipp and Isa invested in funds, residential property</p>

Geoff is a retired chartered accountant aged 69. He and his wife, who is also retired, own their own home (worth £600,000) and have two children who are financially independent.

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