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:

Data collection & input
4hrs
Administrator
£400
Producing Financial Plan
2hrs 30mins
Paraplanner
£400
Presentation meeting & action plan
2hr 15mins
Adviser
£484

Total Fees
£1,284.00

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Blog: How to Invest with Success…

It might sound obvious, but it is crucial that you consider the benefits and possible drawbacks whenever

you’re making an investment decision, as a recent and awful news story highlights in this post.

Posted by:
March 29, 2019

Episode 48 – The Money Plan with Warren Shute

In this episode we have a special guest interview with Warren Shute. Chris talks to Warren about his new book The Money Plan, a brilliant resource for those who want to take control of their finances. Chris, David and Producer Tommo take a look at listeners questions and some radical #tightasstommo tips in an episode … Continued