magazine archive

magazine archive

Case study

How I invest: aspiring to become an ISA millionaire

Thursday 12 Sep 2019

Twenty eight year-old Mark has made 14% average annual return from his equity, derivative and loan investments over the past five years. He comes across as someone with a high appetite for risk and is prepared to try many different strategies in order to make money. The financial gains exclude...

How I invest: the ‘millennial money therapist’ helping younger people

Thursday 11 Jul 2019

It is always pleasing to come across young people interested in the world of investing. Building up a healthy savings habit early in life can reap significant benefits later on, and having the right attitude from the start can make a big difference between knowing you need to save and actually...

Decades of hard saving to fund a happy retirement

Thursday 23 May 2019

Retirement can be a liberating experience as finishing work gives you the freedom to enjoy life, learn new skills and embrace a wide range of hobbies. This can come at a cost as individuals may need to have saved hard through their working lives to ensure they have adequate savings and enough...

How I invest: still fascinated by the markets at age 73

Thursday 04 Apr 2019

Twenty one years ago former policeman Peter joined an investment club with seven friends including a WW2 fighter pilot and a few retired businessmen. They treated the club as a casual way of playing the markets because everyone taking part was already sitting on a decent pension or were in well-...

How I invest: hoping for good returns in retirement

Thursday 07 Mar 2019

Peter from Bromley has been investing in the stock market since the 1980s when he bought shares in British Gas. Now aged 71, the former solicitor is retired and living off a pension and various other investment accounts. With his children grown up and living elsewhere, Peter and his wife downsized...

How I invest: aiming to buy a house and live comfortably in later life

Thursday 24 Jan 2019

New dad Aaron has a clear plan which he hopes will result in a comfortable life for his family. He wants to buy a house in around five years’ time, retire aged 60 and have sufficient money invested so that, based on projections, he and his partner won’t have to contribute any more cash into long-...

How I invest: Looking for long-term growth

Thursday 22 Nov 2018

Investing is a family affair for Paul from South Cheshire who is putting his money to work along with wife Marie and 10-year-old son James to fund what he calls ‘proper life events’. Completed by two-year-old spaniel Twix, the family are currently sitting on an investment portfolio worth a combined...