Please enable JavaScript.
Coggle requires JavaScript to display documents.
Created 28-5-2022 M invest plan - Coggle Diagram
Created 28-5-2022 M invest plan
M wants
Rid of MC
Save money
Good return
Simplify
Know his suggestions
Understand why might need him?
iW ISA investments
Other cash
£48k
ISA
Common Ground
Good ROI
Limit risk
Simplify
Good value
Platform rate
Fund costs
Trade rate
I want
Protect Family Wealth
Limit downside / market exposure risk
Understand at least last 5 yrs
Annualised
Qs
What is the current risk level?
Medium?
Understand £62k?
LF Equity Income Fund C Acc
Get good ROI, with lower risk
Keep simple
Move forward
Speak to MC before goes
Try see what Dad saw in him
Just A+L or something more?
FID
MC out?