Bob & Sue were recommended to us by a long-standing client. They were in their late 50s, and owned businesses they were keen to sell so they could retire and spend more time with their family. They had an idea of the value of their business, but didn’t know how this translated into an income in retirement. Using our knowledge and specialist software we helped them understand what their expenditure was likely to be, whether the business value was enough to to support this, and devise an investment strategy so the funds lasted a lifetime.
The fees for this work were: