October 12, 2024

'How do I invest my £117,000 lump sum?'

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Lynn wants to put a large chunk of cash to work to help her towards retirement
She has substantial assets but competing priorities
What investment and financial planning considerations are at play here?

Reader Portfolio

Lynn

Description

Isas, pensions, property and cash

Objectives

Invest a lump sum

Portfolio type

Investing for growth

A financial windfall can be life-changing in any number of ways, but like any blessing, it can be easily squandered. Those in possession of a sudden lump sum should therefore think long and hard about how to use it in the best way.

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