Gibson

New clients in a couple of weeks ago.  Business is great and they’ve just agreed the purchase of their dream home. They enjoy a great lifestyle but there is a nagging fear that it might not be sustainable down the line…

Tom was emotional as he told me about his father losing everything in business due to circumstances, unwise counsel risky investments and not making hard decisions soon enough.

He said that for him it’s all about providing for those around him.

I asked them to look back 10/20 years and see if they could have imagined the £6m turnover they have now.  Quick as a flash Tom said he couldn’t and that he wanted it to be double digits in the next few years.  He turned to Susan and said “I’ve never said that out loud before and now you know.”  She smiled and told him to go for it.

✅Both desire a strategy to secure their financial independence.

✅They want the reassurance of having a plan in place to get to the point where they have enough financial resources (a freedom fund) to passively fund their lifestyle come what may.

✅Then they are working because they love it, not because they have to.

They know that by sticking to the ongoing investment plan they have freedom to use spare business capital to fund other projects and “take a few risks”.

• “Up until now we’ve been winging it”

• “Before this meeting we didn’t know why we were coming in, now we both do”

• “Engaging a financial adviser is a milestone for us.”

Having these conversations and achieving these outcomes are what I love to do.  Get in touch for a no obligation consultation to see how we can get speed you on your way to financial freedom.