Private Client:

 

·         Aged 40 plus

·         Homeowners

·         Regular trips abroad

·         Busy lifestyle

·         Investable assets £50,000 +

·         Little or no debt

·         ISA and PEP portfolio

·         Individual shareholdings

·         Various pension plans

·         Decision-makers

Business Owner:

 

·         Aged 35 plus

·         Children of school age – typically being privately educated

·         Homeowner

·         Business established five years +

·         1-4 shareholding directors

·         Turnover £½m - £10m

·         5-50 employees

·         Would like more holidays

·         Their financial affairs could be better organised

·         Would like to increase after-tax income

·         Wish they had more time

·         Can’t talk to anyone confidentially about personal finances

·         Would like to know how to Exit from their business

·         Would like to know how to pass on their wealth

·         Would love to find a financial adviser they could trust

·         Decision-makers