Financial Planning Specialists - The case of Mr & Mrs ‘10 Years Younger’

Cooper & Associates Wealth Management
Weir Bank
Bray
Maidenhead
Berkshire
SL6 2ED
Tel: 01628 762694
Fax: 0872 111 5668
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Wealth Management

The case of Mr & Mrs ‘10 Years Younger’

Mr & Mrs ’10 Years Younger’ were in their late 50’s, but looked and felt twenty years older - their business was slowly killing them. It demanded 70 hours a week, with Sunday mornings finishing off paperwork. Holidays were few and far between.

Hobbies - none. Stress - lots.

Requirements: to escape from their business before it finished them off.

Ambitions: Learn to fly ‘before it’s too late’.

On talking with our numbercruncher™ it soon became apparent that substantial funds had been accumulated in various investments, including pensions etc...

These discussions also enabled them to identify the kind of lifestyle they’d really like.

Mr & Mrs ’10 Years Younger’ revealed that they had recently rejected an offer of £2million for their business because their accountant had persuaded them that the potential value was possibly £5 million. So there they were, still working.

When our numbercruncher™ set to work he found they needed just £550,000 to retire NOW. If the cost of flying lessons and the purchase of a light aircraft was built in they needed just £750,000 NOW. And this was to start living the life they wanted NOW.

Trouble is, they’d turned down £2 million!

With the help of our numbercruncher™ they managed to get the deal back on the table and ended up selling for £1.8 million.

Moral of the story: Sometimes, life is too short to not know your number!

Mr & Mrs ’10 Years Younger’ continue to enjoy their retirement and now look - AND FEEL - 10 years younger.

It pays to know your number!

Related stories:
	The Case of Mr & Mrs ‘Are We There Yet?’
	The Case of Mr & Mrs ‘Do-It-Yourself’
	The Case of ‘How Much is Enough?’
	The Case of ‘Too Much Risk’

Cooper & Associates Wealth Management is Authorised and Regulated by the Financial Services Authority.

We are entered in the FSA's register under reference 503687. www.fsa.gov.uk/register

The Financial Services Authority does not regulate some forms of tax planning, taxation and trust advice.

The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.

In this section:
	The Case of ‘Too Much Risk’
	The Case of ‘How Much is Enough?’
	The Case of Mr & Mrs ‘Do-It-Yourself’
	The case of Mr & Mrs ‘10 Years Younger’
	The Case of Mr & Mrs ‘Are We There Yet?’