For many years, Miss Oliver was a high flying City executive, and whilst earning significantly more than she could in her hometown, she was clearly unhappy with the City lifestyle, stresses and pressure. A revised Financial Plan was devised and agreed with Miss Oliver so she could move from the City back l home to set up a new business in an area that she was more passionate about.
The interaction of Financial Planning and Lifestyle Planning enabled Miss Oliver to identify what areas in her life were negative and what she would rather be doing instead. The ability to show her how this could be achieved, both financially and personally,, ensured Miss Oliver ultimately achieved her desired lifestyle.
Our client is now married with two children and is able to work flexibly in her business to balance her professional and family commitments.