Thanks The Telegraph for asking my business SPI Capital to advise on a reader problem for the Money Makeover feature.

In many ways, the reader’s problems were similar to the clients we work with day to day: he wanted to improve the performance of his existing investments, and grow a passive income to supplement his pension.

So, we looked at what he currently has and what he wants, to identify some actionable steps he can take.
To read the full article, click here.

If you’d like to discuss how we can help you, drop us an email –