Portfolio Clinic 

How can I achieve my target income

Reader Portfolio

Guy, 51

Description

Isas, Sipp, workplace pensions and trading account invested in funds and shares, residential property, cash

Objectives

Retire as soon as possible on £60,000 a year, grow investment portfolio to £1.6m and get 4 per cent yield on investments

<p>Isas, Sipp, workplace pensions and trading account invested in funds and shares, residential property, cash</p>

Guy is 51 and earns £200,000 a year, £100,000 of which is basic salary. The rest is paid as shares in his employer, and varies according the share price and his personal performance. Guy’s wife is 54 and a part-time lawyer. They have two children aged 11 and 14, and their home is worth around £1m and mortgage-free.

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