Portfolio Clinic 

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Reader Portfolio

Raj, 60

Description

Pensions, Isa and trading account invested in funds and shares, cash and residential property

Objectives

Fund early retirement and pay down mortgage

<p>Pensions, Isa and trading account invested in funds and shares, cash and residential property</p>

Raj is 60 and earns over £100,000 a year. His home is worth £550,000 and has an outstanding mortgage of about £175,000 fixed at an interest rate of 2.2 per cent for the next two years. He is single and does not have any dependents.

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