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M's Investments 6/8/2020 - Coggle Diagram
M's Investments 6/8/2020
What does he do to warrent being paid 1% £200+ p/m?
Monthly basis?
Annual basis
Annual Visit Don't feel worth £3k
How money much lost / cost to have him
"If not withdrawn lot of money would have been ok"
Other options
Sell Spain
Rent Spain
Equity Release
Air B'nB Flat
Fidelity Account Management
Woodford Fund
(£25k lost on ISA allowance)
Not advised from him
Just Fidelity Letter
Legal & General Property fund
with a current value of £9724.00. Frozen: status?
Withdrawels
Spread of funds / defaulted to sale of largest next fund since Nov 2019 (Fidelity left)
Stopped doing that... why?
why need Mark
Annual / Bi-Annual Poftfolio rebalancing?
Reduce fund costs, what doing about that?
Process of picking the funds... how did he do that?
Fund allocation
Mostly in Growth ACC
Why not Income?
High in Equity, low in Bonds (med-high risk)
No Pension
Pay off mortgage,
x2 houses
Annual % ROI
Breakdown
Where put money?
2-3 years cash
£1,000 p/m
Account his name