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Portfolio Clinic
August 09, 2024
'I sold my business – how should I invest my £9mn cash pile?'
Portfolio Clinic: Our reader has done well out of a business sale but now needs a sensible investment strategy to support his family. Holly McKechnie helps find a way
August 02, 2024
'How should I invest my £68,000 lump sum?'
Our reader is about to make a chunky pension transfer. Should he invest the money in one go or drip feed it into the markets? Val Cipriani helps him figure it out
July 26, 2024
'I'm now in charge of my £860,000 portfolio – can I retire at 60?'
Portfolio Clinic: Our reader is now fully 'responsible for her future' and hopes that it involves an early retirement. Dave Baxter assesses the situation
July 19, 2024
'How do I turn my £270,000 pension into £2mn?'
Portfolio Clinic: Our reader has an ambitious target but may be prioritising pension contributions at the expense of his Isa
July 12, 2024
‘I’m 31 – how should I invest to buy a home and retire?’
Having only begun investing during the pandemic, our young reader is making headway but needs to broaden her fund choices. Taha Lokhandwala takes a look
July 05, 2024
'Can my £130,000 portfolio make 8% a year?'
Portfolio Clinic: Our reader has an ambitious returns target but his investment strategy doesn’t quite match his goals
June 28, 2024
‘I’ve sacked my adviser – how do I invest my £9mn portfolio?’
Portfolio Clinic: Our reader wants to set up a large portfolio so it can provide income for his grandson for years to come
June 21, 2024
'How do we get more from our £460,000 pension pot?'
Portfolio Clinic: Our readers' "immediate priority" is to cough up £200,000 in school fees, but they have not lost sight of the longer term. Dave Baxter takes a look
June 14, 2024
‘Can I pay off my mortgage and retire with £1.5mn?’
Portfolio Clinic: Our reader invested rather than paying off debt when rates were low, but now needs to pay off a loan and boost his retirement funds. Taha Lokhandwala helps find a way
June 07, 2024
'Will our pensions and Isa return 8% a year?'
Portfolio Clinic: With the future to think of, our readers want to get the most out of their pensions. Dave Baxter assesses the options
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