Portfolio Clinic 

I want to diversify away from the UK and Europe

Reader Portfolio

James, 43

Description

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

Objectives

Buy new larger home, work for as long as possible, grow Sipp 5% a year, grow Isa 2.5% a year.

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

James is 43 and earns £84,500 a year. His wife earns nearly £100,000 a year and they have a pre-school-age child. Their home is worth about £600,000 and has an outstanding mortgage of £60,000.

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