At the age of 57 John was looking forward to retiring on his 60th birthday. He'd always regarded himself as an astute investor but in the last few years there has been a sizeable fall in the value of his investments and pensions.
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Helen has been married to Paul for 10 years and they have two young children. They both work in the automotive industry however Helen has been unhappy with how her career has been progressing and has been thinking about alternative options.
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Edward was working with his accountant to sign off the business accounts for the year when she asked how his wife Ellie was doing, as she had just given birth to their second child Jack. Edward explained that Jack seemed to have a creative sparkle in his eye, and so alongside his studious sister he seemed destined for University.
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Karen was 35, had a good job and had finally got the promotion she wanted in the new software development team. The change in job and salary focused her mind and it meant she could finally address her university debts and start thinking about pensions, building some savings and even build up a nest egg for a down payment on a property.
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George had spent 20 years in the Army and one thing he didn't like was being told what risk he could and could not take. He had a good pension and no debts, and Heather, his wife, had a beautiful home and part time job working as a volunteer with a local charity.
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David and Penny could now relax; 20 years of hard work had finally paid off with the sale of their business. They had £4m in the bank and lots of ideas of how to spend it, but once tickets to Australia had been purchased for a long holiday (which by chance had coincided with the Ashes Tour), new golf clubs tested and a beautiful Devon holiday home acquired, they both knew that managing their legacy and the underlying investments was their main priority, all whilst ensuring they had enough income to allow them to enjoy their retirement.
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A trusted adviser will take time to understand you, your life, your family and your aspirations.
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