Profile
Age: Widow aged 63
Occupation: Nurse
Requirement: Regular income
Amount: £200,000
Just at the time our client was looking forward to a happy retirement, she lost her husband to an industrial injury. Investment Choices was asked to advise her on how to invest the £200,000 capital sum available from the insurers, since she needed to rely on this to supplement her income for the rest of her life.
We recommended a combination of investments, spread widely to offer low volatility and low risk to the capital, while providing monthly payments into her bank account. The capital is invested to help counter the effects of inflation over the longer term.
The consistency of our contact and the regular reviews we offer are as important to our client as the investment advice we provide for her.