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Are you a busy professional, seeking help in planning your own affairs to support key decisions?


This client had enjoyed a marvellous career and had reached the pinnacle of his chosen profession. Although he moved a number of times during his long and distinguished career, he had remained with his last employer for many years and was now focussed on planning the next phase of his life – retirement.


He was, and remains, extremely well organised and had always planned his personal and professional life meticulously. He had very sensibly joined his employer’s final salary pension scheme from outset and had always saved surplus income.


He approached us for help because he realised that he didn’t know what he didn’t know and to use his words, “you wouldn’t engage a brain surgeon to repair an engine on a ship; and you wouldn’t engage an engineer to do the job of a financial planner!”


Although we were able to identify and implement a number of minor changes fairly quickly that gave him some ‘quick wins,’ the real value that we were able to contribute was to create a well thought out and robust personal financial plan that was focussed on what was becoming important to him for the next phase of his life in retirement.


He also recognised the value of working with a chartered financial planner, who would regular review his overall plan and to advise on any future adjustments to his investments that were now providing for his retirement and later life needs.

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