Client Story

Carolyn & Simon

A successful business career can bring rich rewards but usually results in a lack of that most valuable commodity – Time!

From the first meeting, we felt they were on our side.  And they looked at everything!  Wills, pensions, estate planning, investment and tax planning.  We inundated them with paperwork but they were great at simplifying it all and taking the pressure away.  Knowing our financial planning is in safe hands, we are now doing all those things we couldn’t do – when we didn’t have time!

 

Setting the Scene

Carolyn was referred to FPC by her solicitor at a particularly demanding time in her life.  She was moving from a senior position within a large company to becoming Chief Executive of another.  She needed someone to make sense of and manage the financial package on offer and help her and her husband Simon (another busy exec in a similar position) to plan for their long-term future.

The FPC Solution

  • Pensions and retirement planning planning is a minefield and the rules have constantly changed over the years but our experienced team were able to help Carolyn and Simon make sense of it all and build a flexible plan which continues to adapt to their changing needs. 
  • Investment planning focusing on managing risk, costs and the tax burden on income and investments to deliver predictable outcomes that allowed Carolyn and Simon to plan with confidence. 
  • Working across the generations, Carolyn and Simon’s estate planning priorities reflected their desire to support their sons as they moved through education to the world of work and ultimately onto the housing ladder and to protect the financial security they had worked hard to achieve.

Where are they now?

Twelve years on and despite a credit crisis and countless changes in legislation, careful planning and FPC’s sound investment advice has helped Carolyn and Simon to get to where they want to be.  They have kissed goodbye to the daily commute, relocated to a beautiful part of the Lake District and are busy enjoying projects and pastimes that interest them.  

FPC has been involved every step of the way, helping the whole family to plan ahead with confidence, firmly in control of their future and with a clear track to run on. 

Reflection

Having an experienced team on call and regular scheduled reviews means you know that there is always someone on your side looking ahead. It’s also our job to take the sometimes heavy burden of managing wealth off your shoulders so you can focus on enjoying it rather than managing it. Preparing the next generation for the financial responsibilities that come with success is also a vital part of our role and we actively engage across the generations within our client families.

Find out how we can do the same for you

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