Investor Views: “I’ve Doubled My Money in Banking Shares”

Private investor Charlie Musson takes a three-pronged approach to his retirement: saving in pensions, property and a portfolio of ISAs

Emma Simon 22 June, 2016 | 2:33PM

Charlie Musson isn’t relying solely on his pension for his retirement. He’s also investing in an ISA portfolio and has a number of buy-to-lets.

Retirement is still 20 years away so I’m taking a long-term view and a high level of risk with my investments

He says: “I think this three-pronged approach enables me to utilise the main tax allowances that are available, and should allow me flexibility and options when it comes to drawing an income in retirement.”

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Barclays PLC109.20 GBX1.04
Finsbury Growth & Income Ord838.00 GBX-1.76
Genel Energy PLC139.00 GBX1.16
Lloyds Banking Group PLC28.95 GBX-0.79
Scottish Mortgage Ord885.00 GBX-2.37
Standard Life UK Smaller Co. Ord536.00 GBX-0.37
Woodford Patient Capital Trust27.40 GBX1.67

About Author

Emma Simon

Emma Simon  is a financial journalist, specialising in investment and consumer issues, writing for

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