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Stephen, 65

Description

Isa and general investment account invested in shares and funds, residential property, cash

Objectives

Buy a home worth £2m, set aside £100,000 for travel, income of £30,000 a year from investments, reduce risk and volatility, diversify investments

<p>Isa and general investment account invested in shares and funds, residential property, cash</p>

Stephen is 65, and receives £41,000 pension income, £11,755 rent from a buy-to-let property and dividends of about £27,000 a year. His home is worth £350,000 and mortgage-free. 

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