Typical Clients
Potential clients are often motivated to contact us following an existing client describing our services. Those who have never used a professional “holistic” financial planner are often not aware of the difference such a service can make to them.
Typical clients include the following:-
- Those planning for their retirement, which could be imminent or some distance away. They need to know what they need to do to enjoy the retirement they hope to enjoy, or if this is likely to be constrained, what are the options.
- Those with demanding careers or running their own businesses who are “time poor.” They wish to “outsource” to competent professionals this aspect of their affairs.
- People who have choices to make, often of a personal nature, who need the alternatives financially evaluated.
- Clients in retirement who are starting to find that looking after their financial affairs is becoming too challenging.
- Those wishing to plan their tax liabilities, be they income tax, capital gains tax or inheritance tax.
Clients investment assets, including cash and pensions, typically amount to at least £250,000 or earnings in excess of £100,000 pa.
We do take on clients for specific assignments who may not meet the above criteria, often in connection with Inheritance Tax planning.