Investing for growth

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Investing for growth

Client profile

Age: Couple aged 58 and 62

Occupation: Business owners

Requirement: Our clients required a professional and experienced financial planner to work with them to achieve their goals.

Their number one priority was to be able to continue to travel widely in retirement without seeing a reduction in their income.

Our clients, busy individuals who run their own business, had built up a substantial portfolio of general investments, ISAs and pension funds.

Their principal objective was to build capital for their eventual retirement which was likely to be phased in over a number of years.

Our initial meeting with the clients led to a more in-depth fact finding session to discover what it was they truly valued. Their number one priority was to be able to continue to travel widely in retirement without seeing a reduction in their income.

Our recommendation was to consolidate what had become an unwieldy set of plans and investments onto a platform which offered our clients a flexible means of managing their assets.

We reorganised the investments into a well-diversified portfolio of assets which aims to deliver predictable investment performance.

Our clients can now view their assets and liabilities via a secure web-based platform which, together with regular reviews, will help them keep on track and plan for their future.

This does not constitute advice and should not be relied on as a recommendation.
Before making any decisions we suggest you seek professional advice.

Investments – The value of units can fall as well as rise, and you may not get back all your original investment

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