If you become one our clients, you will generally be a successful professional and/or a business owner and entrepreneur. You will be well remunerated and enjoy your current lifestyle. You work hard but you place emphasis on your family and leisure time but free time is something of an increasingly rare commodity. You will typically be at one of the following life stages young family, making choices or in retirement.
Each stage of your life requires different planning. As one of our clients we will help you through each stage.
For someone with a young family you will probably view your financial security as your main priority. Ensuring that in all eventualities you and your family can maintain your current lifestyle. You may have one eye on the future and will looking to start saving, possibly for your children’s education as well as saving for your own retirement.
As you enter the making choices stage, typically when you will be in your early fifties, your children will be grown up and possibly will have left home. You will edging ever closer to retirement and will be looking to have the mortgage paid off. You will need to start making serious plans if you haven’t done so already in preparation for the day you reach financial independence. This is the day you go to work because you want to not because you have to.
Once you are in retirement, you will be looking to fulfil your dreams, which may include extensive travel or new hobbies before you get too old to enjoy yourself.
You will be pleased to know that we only work with a small number of clients with whom we have an intimate ongoing relationship in which we help them to identify and achieve their real financial goals and objectives. We do this through a comprehensive three stage process as outlined here.
In return for this comprehensive service, we expect all our clients we take on to be profitable clients – so that we can continue to provide a first class service. In short we are paid well for going the extra mile to help our clients to achieve the security and financial independence they deserve. Our objective is to ensure that our clients achieve and maintain their desired lifestyle without fear of running out of money.
Why don’t you and I have a chat and see if we can help you? If you want to see how much our fees and desirable minimum investment levels are then please read our Client Agreement. See what our clients say about us.