Cash has built up there since your last deposits, so I've sent you a recommendation to move some of it into global equities. Nothing changes until you approve it.
09:12
Thanks James. Any impact on the retirement goal timeline?
09:41
JC
None material - it's the ISA only, and your risk level stays the same. I'll send a fuller note before our review.
09:47
Perfect. Let's cover it at the review on Tue 20 Oct.
10:15
Today
JC
Sounds good. I've pencilled 30 mins - I'll bring the updated cashflow model.