Over the years I had built up a successful business, but was feeling disenchanted with my work-life balance. I was spending too many hours in the office and not enough with my wife and family. My plan was to sell the business, and keep working on a consultancy basis, so I could refocus my energies on enjoying family life. Before doing so, however, I needed reassurance that along with my savings, the proceeds from the sale would be enough for us to maintain our current lifestyle.
Following a referral from my solicitor, I met with LFP. Together we explored my needs and priorities at length. They were able to clearly show how my income could be maintained over the coming years. They also illustrated how I could release funds to my children to help reduce their mortgages, whilst still giving me the option to stop working altogether in due course, if I wasn't enjoying the consultancy work.
I was disenchanted with my work-life balance, and needed reassurance that we could maintain our wealth and lifestyle in retirement
LFP presented us with a report of recommendations, in which it was agreed that we would simplify our financial affairs (which, due to my work commitments, had been rather neglected). They also created a bespoke financial plan, which focused on managing and maintaining our wealth in our retirement. They also advised us to reduce the risk of our investments through greater diversification.
(For confidentially reasons, names are withheld and some of the information in this case study has been changed.)
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