Personal Wealth​

Nimish’s Experience

Nimish enjoyed a high level of income but with this came unique challenges, including the lack of time to plan his own affairs. We helped Nimish strike a balance between living for today and planning for the future by adopting a holistic approach, ensuring he had a thorough and efficient strategy for tax, protection and future planning.

Nimish had also built up significant wealth, he wanted to be certain that his savings and investments were working as hard as possible.  To achieve this we reviewed Nimish’s current position and made recommendations to reorganise his investments helping him to achieve his investment goals.

Another key concern for Nimish, was that if something unexpected happened to him, the family would see a significant fall in income. We reviewed the benefits package through his work, and although generous, there were areas where additional cover was needed. This ensured Nimish and his family were protected both through illness or death. We would also be there to provide the appropriate advice to him or his family during any difficult period. 

We worked with Nimish across his short, medium and long terms goals to enable him to have a clear plan. This included assessing his current retirement provision to establish whether he was on track to achieving the lifestyle he aspired to live. Through cash flow planning we determined action was needed and recommended effective solutions to help meet his retirement goals.