Changed Circumstances

Your circumstances may have changed as a result of receiving a substantial capital sum.

There could be any number of reasons for this including, for example, you might be an executive who has exercised share options, an entrepreneur who has sold or is selling a business, or a divorcee in receipt of a cash sum as part of the
divorce settlement.

Whatever the circumstances, consideration needs to be given as to how best to manage your increased wealth.

Questions you might ask include:

Where can I go for an initial impartial view?

What risks will I be taking on?

What returns can I expect?

What should I invest in?

Can I use my recently acquired funds to top up my pension?

Can I afford to retire early?

Should I pay off my mortgage?

Will my capital support an acceptable standard of living?

You may find our Specific Advice or Wealth Management services useful.

For a free initial chat to discuss your individual requirements, please call us on 020 8891 6375 or contact us for more information.

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