- Our reader has a number of investment pots and struggles to keep track of them
- She has a significant cash sum to invest
- She has concerns about her pension plan
Reader Portfolio
Sylvia
55
Description
Isas and general investment accounts
Objectives
Reorganising the portfolio, cutting fees, maximising returns for her risk profile
Portfolio type
Portfolio simplification
Beginner investors are confronted with a complex new world. It’s hard to know what approach, type of investment or provider is most suitable, and you may be tempted to try a little of everything. But at some point you will need to tidy up your portfolio to manage it effectively.