Investment Strategy

Background

Mr & Mrs Client are in their 60s, married with no children. Mr Client was a farmer who decided some time ago to sell the farm and retire. Mrs Client is a retired chemist. Both had previously set up pension schemes and have begun taking an income.

  • Home – £465K
  • Cash – £950K
  • Investment Bonds – £330K
  • ISA £60K

Challenges

Mr & Mrs Client have a reasonable life style but like to keep £500K in cash to use if and when required.

We had to increase their wealth in line with their risk profile and provide an investment portfolio that will continue to offer them asset diversification.

What We Did

In order to confirm their risk profile they completed a Finametrica questionnaire to ascertain their joint attitude to risk.

Having agreed what they were trying to achieve from their investments we constructed a portfolio that would meet their existing goals and which is flexible enough to adapt to any future change in their lifestyle.

The Results

Mr & Mrs Client now have an investment strategy with which they are comfortable and confident.

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