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Are you a successful business owner thinking about selling your business or have sold and wanting to plan the next chapter of your life?

Through hard work, taking risks and sheer determination, this client had built a very successful and valuable business by the time he was approaching 60 years of age.

Although he had built his business based upon a plan that was regularly reviewed, he had not applied the same approach to his personal financial affairs. Despite that, he had managed to build a valuable portfolio of personal assets, including various pensions, ISAs and investments.


As he approached the point where he was hoping to sell his business, he realised that, whilst the sale of the business would provide a wonderful opportunity to secure his future and that of his family, he had created complexity in his life and was seeking a more structured and meaningful approach to some key decisions that had to be made. Also, although he was very used to dealing with professional advisers throughout his business career, because he had an accountant and a solicitor, he recognised that there was a missing ingredient, which was personal financial planning; and there was also a need for a collaborative approach to help him deal with the scale and complexity that existed in his life.


By encouraging him to think about the five big questions, we were able to start the process of personal financial planning, which enabled him to create a solid platform from which he could consider all aspects of his life in the round; and to go on to make some important decisions and implement his personal financial plan.


Taking a holistic approach to his financial planning, and by collaborating with his tax adviser and lawyer, we were able to provide him with significant value through professional financial planning and establishing a long term service relationship to ensure his plan is regularly reviewed and adapted to meet the changing needs of his family.

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