Paul is a typical client. He is 49 years old and married with
grown up children. He has his own engineering firm where he is the
75% shareholder. He has £550,000 invested with us- but has another
£200k invested elsewhere. He also acts as a trustee for a local
charity. Paul had two main concerns when he met us:
Firstly, that his pension arrangements should be reviewed to
maximise his chances of retiring at 60, rather than 65;
Secondly, that the charity investment policies should be brought
up to date and a proper investment strategy put in place.
We applied our investment and asset allocation methods, coupled
with over 25 years experience to reduce the risks that the Trust
takes with its investments and increase the income to the
Trust.
We also restructured Paul's pension arrangements and systemised
the asset allocation of the underlying investment to reduce risk
and increase his sustainable growth.