Age:
42
Spouse’s/Partner's age:
Single so this is an N/A
Annual gross income from employment or profession:
E70000
Type of employment:
Private sector employees
Expenditure pattern:
Saver, dont go on big holidays own big car, im good at sussing out bargins.
Rough estimate of value of home
Family property will be mine in 2 years time, so currently renting a room in shared house. So mortgage and debt free.
Other borrowings – car loans/personal loans etc
None
Do you pay off your full credit card balance each month?
Dont own a Credit Card
Savings and investments:
E300k gathered up from working over the last 15+years. All earning very little interest in the bank as its all just maturing from v low interest rate accounts over last few months.
Do you have a pension scheme?
Yes, I pay E750 per month into AVC and company also paying into pension, I have been paying since I started working.
Do you own any investment or other property?
No.
Ages of children:
None.
Life insurance:
Yes.
What specific question do you have or what issues are of concern to you?
What should I do with the 300k which is sitting there.
Thanks
42
Spouse’s/Partner's age:
Single so this is an N/A
Annual gross income from employment or profession:
E70000
Type of employment:
Private sector employees
Expenditure pattern:
Saver, dont go on big holidays own big car, im good at sussing out bargins.
Rough estimate of value of home
Family property will be mine in 2 years time, so currently renting a room in shared house. So mortgage and debt free.
Other borrowings – car loans/personal loans etc
None
Do you pay off your full credit card balance each month?
Dont own a Credit Card
Savings and investments:
E300k gathered up from working over the last 15+years. All earning very little interest in the bank as its all just maturing from v low interest rate accounts over last few months.
Do you have a pension scheme?
Yes, I pay E750 per month into AVC and company also paying into pension, I have been paying since I started working.
Do you own any investment or other property?
No.
Ages of children:
None.
Life insurance:
Yes.
What specific question do you have or what issues are of concern to you?
What should I do with the 300k which is sitting there.
Thanks