Portfolio Clinic 

A larger allocation to equities could help you achieve your target income

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George, 64

Description

Isa and Sipp invested in shares and funds, cash, residential property

Objectives

Secure income of £18,000-plus a year in retirement, possibly retire in two years, leave assets to partner and ex-wife

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

George is 64 and works part-time for a salary of £18,424 a year. He lives with his partner who is financially independent and owns their primary home, and George makes a contribution to the bills. He owns a holiday home worth about £140,000, on which there is no mortgage and which he occasionally lets.

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