14 April 2019

Financial Planning - 2019 Annual Review

We've just clocked up six full years into the 'Grand Plan', so here are the usual two graphs :-


SAVINGS POT to Mar-19
SIPP POT to Mar-19


The 10-year SIPP pot target has now already been exceeded due to extra contributions I've made over and above those foreseen at the outset.

Despite the shaky market period towards the end of 2018, we've again made steady progress towards the targets which will be met when the combined portfolio value has increased by 225% compared to the starting baseline at March 2013.




Onwards and upwards, hopefully ...


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