Plan Your Stocks & Shares ISA

Do you have an amount in mind for your investment goal?

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Retirement Income
Lump Sum

At 2% annual inflation


At 2% annual inflation


?

This can be from cash, transferring over an investment or a combination.

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The projection is an estimate of how much your investment could grow, without the impact of fees. It is based on a typical investment and uses an assumed growth rate of %, provided by Morningstar. It’s important to keep in mind that the final value of your investment could be different, depending on the actual growth rates.

Shortfall Calculator

You could reach your goal by either of the two options below:

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With investing, your capital is at risk. Investments can fluctuate in value and you may get back less than you invest. True Potential Investor does not provide personal financial advice.