Friday, 1 April 2016

Financial Planning - 2016 Review

It's been three months since my last post - things were very quiet on the work front at the turn of the year, but in the second week of January a great design and build project came along and I was very busy on that for around three weeks either side of a fortnight's holiday in sunnier climes.

And just when I thought I was in the clear, another project followed immediately afterwards and there's been more design and analysis works in parallel.  Let's hope I can get them all out of the way before the warmer weather really kicks in - there are gardens to tend and golf to play !

It's the Factory Acceptance Test (FAT) on Monday for that first build project, with the client in attendance, so fingers crossed...

Anyway, back to the subject.   I'm now three years into the 'Grand Plan' (for an explanation and last year's end-March review, see this link), and so here are the updated graphs ....


SAVINGS POT 31-Mar-16
SIPP POT 31-Mar-16

Not such a good year for total growth as the previous year - you can see the gradients have shallowed this time around due to the market falls since the highs of last spring.  

However, at this three-year point, I've already passed the fourth-year targets for each pot, so we're still well ahead.

Onwards and (hopefully !) upwards....


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