Lifestyle Financial Planning
The following case study is based on clients' specific circumstances and should not be viewed as advice. Please seek independent financial advice before embarking on a course of action.
Mr M, a business owner, was referred to Simon by his Accountant. Mr M needed comprehensive advice about extracting profits from his company, establishing investments and funding pensions. Simon met with Mr M, helped him to work out the cost of his desired lifestyle and provided tailored advice and a financial plan, in order to achieve that lifestyle.
Simon helped Mr M work out how much the business might be worth in the future and how this would affect his intended lifestyle. This enabled the Accountant to work more closely with his client in achieving his business objectives.