John and Jenny run a business together. The business was providing a nice level of income for them and their two children, but they had recently become more and more concerned about the future.
What did they need help with?
The couple had savings, ISAs, pensions and other financial products that they had taken out over the years but had no real idea of what these were worth, and what level of income the pensions might provide.
Secondly, the business was becoming a hassle! They wanted to slow down and have more time to enjoy themselves whilst they were fit and able to do so.
With a view to getting an expert opinion on their finances, John and Jenny came to see us for an initial conversation.
What we did
During our meeting, John and Jenny talked about their life, their aspirations for the future and their current financial situation
We then used our skills, knowledge and expertise to create a bespoke financial plan that addressed both their current needs and their goals for the future.
John and Jenny now
They now live the life they want, without the worries caused by financial uncertainty. They feel in control and confident about their financial future – no more sleepless nights!
As part of our ongoing commitment to our clients, we now meet regularly with John and Jenny to ensure that the original financial plan remains appropriate in the light of changes to their circumstances and aspirations, also giving consideration to developments in the investment markets and the wider economy.