You are likely to be:
- A small business owner/family business owner
There is often a very close link between personal and business finances, however, you need help calculating your ‘number’ the amount you require to provide your chosen lifestyle without fear of ever running out of money. You may also require a strategic plan to help you achieve your number- what you need to save, increase your profits to and/or sell your business for.
You may be living largely from your existing pensions and capital. You are too scared to ‘live the life you want’ or ‘to help the children/grandchildren’ in case you need it in later life. You do not want to become a burden to your children. You need to know how much extra you can spend or give away without fear of ever running out of money. You require peace of mind and security of knowing that you will be OK – whatever happens
- A couple planning for retirement (or to work less)
You are a few years away from retirement, you have probably cleared your mortgage and you now require a comprehensive analysis of the plans you already have accumulated to see what else you need to do. You need to spend time considering the lifestyle you want in retirement.
- A recent widow or widower
You will be going through an emotionally challenging time. Your priorities and plans will inevitably change. We will review your existing finances and formulate a strategy that is flexible enough to adapt to your new lifestyle which will no doubt vary as you go through the grieving process. We aim to give you peace of mind on your finances through this difficult period.
Sudden wealth can come about as a result of an inheritance, business sale, lottery win or perhaps an invention. You require help with the readjustment and responsibility your new-found wealth tends to bring. You need a strategic plan to firstly ensure you can live the lifestyle you want without fear of ever running out of money and secondly how you can preserve your wealth or gift it to the one’s you love.
We cannot guarantee we will be of any benefit or value to you which is why the first meeting is at our expense and at the end of this first meeting you will be in a position to be able to decide whether or not you wish to take it any further. We believe this to be fair.
We have Financial Advisers who cover Dorset, Hampshire, Buckinghamshire, Kent, Middlesex, Oxfordshire, Bedfordshire, Hertfordshire, Surrey as well as London.
no-obligation initial consultation and financial health check at our own expense.