Portfolio Clinic 

Should I increase my fixed-interest weighting?

Reader Portfolio

Charles, 56

Description

Sipp and Isa invested in funds, cash, residential property.

Objectives

Retire at age 60, income of £40,000 a year in retirement, limit tax liability, diversify and reduce risk of investments

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

Charles is 56 and earns £75,000 a year. His home is worth about £600,000 and has a mortgage of about £60,000, which he hopes to pay off by the time he retires.

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