In 2007 Steve and Chris relocated to the Lake District and spent a significant sum renovating their dream home. At the time Steve owned a successful business and all was progressing well.
When the financial crisis hit in 2008, Steve re-mortgaged the family home to ensure that sufficient funds were in place to help finance the major projects that the business was investing in at the time. Thankfully the business flourished and Steve then decided it was time to take stock and develop a strategic plan for his own future as well as the business.
An accountant that Steve respected suggested that he should get in touch with FPC and he was introduced to Moira, one of FPC’s partners in 2014.
Around the same time Steve and Chris’s eldest daughter was re-diagnosed with a life threatening illness adding further impetus to Steve’s desire to free himself from the day to day demands of the business and to ensure his family’s financial security.