“Pension worries were a key driver”

Working full time for a major French holding company and overseeing their interests in Africa, Stuart Scott’s travel itinerary is intensive. However, Stuart is due to retire in 12 to 15 months, so the pace will soon change. Stuart’s interest in investment opportunities to compliment his pension was the driving factor behind his decision to invest passively with Platinum Portfolio Builder.

Already familiar with property investment Stuart and Anita currently rent out two flats in France and another property in Warwick. This experience made it easy for them to recognise the benefits in Platinum Portfolio Builder’s Yorkshire based investments.

Looking for long term investments to run alongside their retirement provisions, Platinum Portfolio Builder presented an ideal investment opportunity. Having attended a few seminars hosted in Bournemouth, the comprehensive managed service package offered through Platinum Portfolio Builder was particularly attractive to Stuart.

With retirement approaching Stuart was interested in further investment opportunities. Whilst still working full time and with the aim of getting the most out of retirement, it was important that investments did not require or demand Stuart’s time, initially or in the future.

Stuart and is wife Anita currently have two properties in their Yorkshire portfolio returning rental, and with a third agreed, Stuart and Anita have been very pleased with the service provided by the team “they are always very friendly” says Stuart “we get on very well and they are always very quick to respond to any of our requirements.”

With the UK pension situation looking increasing alarming to those approaching retirement, investing passively in property becomes more and more appealing. Handled correctly the benefits are twofold, providing regular rental income whilst increasing capital gains. Plus, unlike annuity schemes, the assets remain untouched ready for when you decide to sell.