- Our reader has built a substantial portfolio and is hoping to enjoy an early retirement
- He favours investment trusts and has taken a diversified approach to global equity markets
- He has concerns about running out of money and wants to be able to provide for his son in the meantime
Reader Portfolio
Sam and Helena
53
Description
Pensions, Isas, cash, premium bonds, index-linked bonds, fixed-rate bonds, property and shares
Objectives
Have an adequate income, support son through education and leave an inheritance
Portfolio type
Preserving wealth
Retiring early is a common goal. However, balancing this ambition with the financial pressures of middle age can be difficult. You’ll need a well-structured portfolio to meet day-to-day demands and ensure you do not run out of money.