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Charlotte, 32

Description

Isa invested in shares and funds, workplace pension, residential property, art and cash

Objectives

Fund wedding, cover cover child care costs and school fees, income of £40,000 a year in retirement

<p>Isa invested in shares and funds, workplace pension, residential property, art and cash</p>

Charlotte is 32, and has a base salary of £90,000 a year and a variable annual bonus of over 10 per cent. Her home is worth about £650,000 and she has a mortgage of £400,000 on it. She also jointly owns a rental property of which her share is worth £240,000, and her share of the mortgage on it is £82,000. But all the mortgage repayments are covered by rental income. 

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