“I get a personalised, efficient, and friendly service that I understand, with a named individual with whom I meet face to face at least once a year, in charge of my affairs.”
A tale of two countries
Our clients Dr & Mr London had been successful in South Africa and had worked with a financial planner there. Over time their children moved to the UK and they followed suit. Initially this was a ‘swallow lifestyle’ (swallows never see winter…), but eventually they made the full move.
Apart from a step change in the underlying cost basis of their lives, it was time to reorganise their finances. Whilst all liabilities were now in sterling, their assets – and resultant income – were in both rands and dollars.
This ran into two key challenges: the uncertainty and income fluctuations caused by currency fluctuations; and the realisation that more of the income was taxable, since normal UK tax allowances were not being used.
Settled and content
Our role was to get things into the right accounts, in the right asset mix, and simplify the situation to reduce tax, reduce cost and reduce uncertainty of income.
Now, Dr and Mr London describe themselves as ‘settled’ – exactly as they should be with their grandchildren on their doorstep.
Intergenerational
We help many of our clients pass wealth sustainably down through the generations, so that it can be enjoyed far into the future.
Read about how we do it.
Financial Independence
Smoothing the transition into retirement. Read about Mr and Mrs Somerset’s experience of working with us in this way.
New Money
When your wealth is self-made, you probably want to hold it close. That’s okay – we’re experienced working with business owners, and of course we are business owners ourselves. Read about how we helped Mr and Mrs Wright navigate the sale of their business.
