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Before ... Couple aged 70 and 68. Retired to Cyprus 10 years ago. Own mortgage-free flat valued c£120,000. Investments in cash and premium bonds c£120,000, which produces an income of a little over £4,000 p.a.. Additionally, they receive a UK state pension. This couple lived well when they first came to Cyprus, but now find their living standards to be falling quickly. After ... This couple was introduced by one of our existing clients. They previously assumed that their cash was too small to interest a financial adviser, and were also extremely wary of risk. We have structured a low-risk portfolio using £100,000 of the cash; this leaves a 'buffer' of c£20,000 to meet any unexpected expenses. The portfolio is monitored constantly - we do this for all of our clients - and this couple's disposable income should increase to a level where they can once again begin to enjoy outings without worry. |
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