Your Time is Precious
Your time is precious but you are probably like many executives wondering how it continually flys by! Project deadlines, dealing with customers, staffing issues, meetings – the list of daily calls upon your time is endless. This inevitably leads to a failure to plan for your future once your career comes to an end.
Exit Strategy
You need to decide when you would like to cease working as a first step. But, you also need to ask yourself:
- how will I spend my time in retirement?
- how much will my desired lifestyle cost?
- is the income that I am likely to receive enough to fund my lifestyle now that my salary has stopped?
- what is the most tax efficient method of saving towards my retirement?
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In order to benefit from working with us typically you:
- are a senior executive/employee
- are based within a 25 mile radius of Leigh on Sea, Essex
- earn over £75,000 per annum
- are aged over 45
In addition:
- you are materially successful
- you are able to take a step back and see the “bigger picture”
- you have little time available to you
- you are happy and willing to work with us and to delegate when required
- you are comfortable taking advice
How We Help You
By listening to you and asking the right questions we help you to take a step back from the day to day pressures of work. You will be able to identify what goals are really important to you, the timescale over which you wish to achieve those goals and the assets that you need to accumulate to fund all of this.
By using sophisticated cashflow modelling we enable you to have a clear vision of your future. You have complete clarity about your future plans and a clear direction in how to achieve your goals.