“Are You a Senior Corporate Employee?”

Some of our clients are senior corporate employees. They’ve worked hard over the years, have good income and have built up a number of assets – perhaps pensions, investments and share options.

We’re often asked for our help when people want to take stock of where they are, perhaps because they’ve decided it’s time to review everything or because they’re approaching retirement. Some clients come to us because they’ve simply stopped enjoying their work.

They want to do something else and would ideally like to retire early.

What they’re looking for is a map to help them reach ‘Destination Freedom’ as easily and smoothly as possible.

Curiously, a statement we sometimes hear from new clients is that they just don’t know how to stop building wealth – and how to start enjoying themselves more!

Saving and investing have become a habit.

…And it’s a great habit – without it they wouldn’t have built up their wealth.

However there comes a point where the money is there to support you and maybe this means that you can spend more, rather than investing more.

“Time to start focusing on what you want again…”

Many people – and perhaps you’re one of them – initially work hard to earn a high income and build wealth but subsequently find themselves lulled into a monotonous routine.

Looking after the family – perhaps funding education fees or helping youngsters get on the property ladder – feels good…

…But there comes a point when these expenses reduce and it is time to start focusing on what you want again.

We’re also mindful that none of us can take our money with us when we depart this life.

Partner with us, and we’ll help you plan your ‘freedom journey’, using our tried-and-proven three step system to create your own bespoke ‘Freedom Map’…

Ready to start the conversation?

Call us on 01928 622328 and let’s have a chat…

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Ready to get started with your own 'Freedom Map'?