Case Study:
Phil


Phil was a long standing client of Index and a very successful businessman, having built and sold several businesses before he age of 50. Having agreed to run the latest business he had sold at at he age of 48, he had a Eureka moment whilst on holiday with his family, when he realised he no longer wanted to be involved in the business and would prefer to spend more time pursuing other interests, especially with his children.

Retirement, Financial, Independence, Lifestyle


He emailed us, whilst on holiday advising us of his decision and seeking the answer to the main question in his mind - had he accumulated enough capital to be able to continue to fund the family's considerable lifestyle for the future. having consolidated his investments in prior years and knowing all of the pertinent information, we simply had to bring his "retirement" forward to reflect his loss of salary and bonuses, using our sophisticated financial modelling software.

Although his substantial pension schemes would not be available to him for another five years, we established that, because of the level of capital he had invested over the years, that Phil was entirly financially independent and the family could afford to continue their comfortable lifestyle.

Because we had spend many years planning with Phil prior to the event we were able to agree with him sources of income from tax efficient wrappers previously establsihed, ensuring that he could look to the future with confidence and take on new opportunities, if he wished.

The Result


  • Phil was able to leave the business with which he had become unhappy
  • We were able to establish that he had sufficient capital and income to support his family's lifestyle without working - true financial independence
  • Phil was able to pursue projects with his children that he had long considered, but been unable to find the time to do

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  • Chartered Institute For Securities & Investment
  • Financial Planners Chartered