What's the best way to invest £400,000?

08 February 2022

Question by Grant

I sold a second property and have £400,000 to invest. Age 71 married Retired on basic state pension. Wife state and work pension. Joint income £30000 (From Pensions). No Mortgage no debt. Any advise welcome

Answered by Dan Willers

Hello Grant,

I hope this finds you well.

Thank you for reaching out via Boring Money. I would be more than happy to help you and would welcome an initial chat to get to know you better and what you are looking to achieve with the £400,000 that you have available to invest. This will also give me chance to talk in more depth about Robertson Baxter and how we help add value to our clients.

We are Independent Advisers which means that we are not tied to using any particular providers or products, so we can source the best products and fund managers that align nicely to your objectives. We look after high net worth individuals and families such as yours with their financial planning. We are capacity constrained which means that we don't have lots of clients, with the reason being that we like to ensure that we can devote the right amount of time and deliver a first class service to those clients we do look after. Most of our clients are long standing and have come to us via referrals from existing clients.

Any initial conversations / meeting are done at no cost or obligation, I would just need a bit of your time. I would encourage you to take a look at our website www.robertsonbaxter.com to get a feel for who we are and how we operate, but if this sounds of interest to you I would welcome you getting in touch further.

I'll look forward to hearing from you.

Best Wishes,

Dan Willers
Chartered Financial Planner
Robertson Baxter Ltd

Answered by

Dan Willers

Chartered Financial Planner

I've been in financial services for more than 18 years and have been with my current firm, Robertson Baxter, for six years. I specialise in investments, pensions, tax planning protection and estate planning, but first and foremost focus on building long-term relationships with my clients.