Selling a business and planning for work/life balance

James & Sandra were recommended to us by an existing client. They were in their late 50s, owned a business and were keen to slow down and improve their work/life balance. They had the business value and some pensions and savings but had no idea what income that would provide in retirement. We helped them review their expenditure and whether they had enough put aside to never run out of money. Then we made use of their tax allowance to invest the money for long-term growth.

 

Fees

 

  • Financial MOT – £995
  • Pension consolidation into a drawdown plan  with a suitable investment portfolio. We invested the proceeds from the business sale to provide an income – £3000
  • Ongoing charges on an investment of £1,100,000 – £10,250pa

 

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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