Case Studies
Featured Case Studies
Background
Over the years we had built up a successful business, but both of us were feeling disenchanted with our work-life balance. We were spending too many hours in the office and not enough time together as a family. Our plan was to sell the business, with John staying on a consultancy basis, so we could refocus our energies on enjoying family life.
Problem
Clients did not expect to need all of their investments in their lifetime and wanted to preserve as much as possible for their children but were not ready to make outright gifts yet.
Solution
Income stream established of £11,000 pa which met their lifestyle needs which exceeded their expectations, allowing them to do more in retirement and to save a little on the side to help preserve capital.
Other Case Studies
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