JC
James Carter
Your private adviser
End-to-end encrypted · Regulated conversation
Mon, 6 Jul
JC
Morning John - hope you had a good weekend. Just a quick note on your overall portfolio.
09:12
JC
We've rebalanced slightly out of cash into global equities in line with your risk profile.
09:12
Thanks James. Any impact on the retirement goal timeline?
09:41
JC
None material - still tracking well ahead. I'll send a fuller note before our review.
09:47
Perfect. Let's cover it on Sunday.
10:15
Today
JC
Sounds good. I've pencilled 30 mins - I'll bring the updated cashflow model.
10:16