Introducing Robert and Joanna - Managed Portfolio Service Clients and Retirees

Robert & Joanna had been widowed since they were relatively young, and had the fortune to meet in retirement at 68 and 70 years of age. The challenge for their Adviser was to help them secure their spending money without eroding their capital base.

By structuring a balanced portfolio that was slightly more aggressive than their other investments (in a buoyant market), Prestige Equity was able to generate the couple a 20% annualised return in a space of only eighteen months. They were delighted to have the yield they needed to do the things they’d only ever dreamed about and at the same time, ensure their estates remained intact for the sake of their children.

Now they both have the freedom to enjoy some of the simple luxuries in life, worry-free.

Mark Bridges, Manager