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Aiden and his wife, 66/unspecified

Description

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

Objectives

£35,000 a year income rising to £48,000 a year, supplement pension income with investments, return greater than that from cash, help children and grandchildren financially

<p>Isas and Sipp invested in funds and shares, cash, residential property</p>

Aiden is 66, works part time for £30,000 a year and has recently started to receive the state pension. His wife earns "pocket money". Their children are financially independent and they have one grandchild, so they are focusing on their family’s long-term financial interests. Aiden and his wife own their home, which is worth around £500,000 and mortgage-free.

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