Capital Asset Management are an independent firm of financial planning and wealth management consultants based in London, providing objective and comprehensive financial advisory services to private clients and their families Capital Asset Management are an independent firm of financial planning and wealth management consultants based in London, providing objective and comprehensive financial advisory services to private clients and their families Capital Asset Management are an independent firm of financial planning and wealth management consultants based in London, providing objective and comprehensive financial advisory services to private clients and their families
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Capital Asset Management are an independent firm of financial planning and wealth management consultants based in London, providing objective and comprehensive financial advisory services to private clients and their families
Untitled Document
The Case of Mr & Mrs ‘Are We There Yet?’

John & Sarah were nearly there, or so they thought. Trouble is they didn’t know where ‘there’ was!

One night John, a Senior Pilot for a major airline, was at 35,000 feet over Asia. Out of nowhere the thought “How much longer do I have to do this” slipped into his mind. Increasing pressure, tighter regulations, continued testing, and regular cut backs it was no longer the same. The fun had gone. And now, aged 55, he was thinking ‘Why am I doing this?’

What he really wanted to fly was his own single engine, two-seater bi-plane. That was real flying. That’s what he wanted to buy and fly his own beauty. He had a great pension. He’d built up some capital. He’d nearly paid off his mortgage. But what did it all mean? Was he ‘there’ yet? He needed help. So he turned to one of our planners to help make sense of it all.

Our planner helped John and Sarah get a fix on what they wanted, the sort of lifestyle they wanted and when… to travel – NO, they’d done enough of that! Now, their interest was flying and breeding goats on their own 30 acres.

So we crunched their “number”. We found they’d already arrived, provided they downscaled their house at about age 75. John could immediately give up long haul and enjoy the wind in his face at the controls of his bi-plane as he flies his friends around. And the goat population is coming along nicely too.

They continue to meet with our planner and so continue to manage their number to give them the life they want.



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Capital Asset Management Plc is a trading name of Capital Asset Management (Financial Planning) Plc which is authorised and regulated by the Financial Services Authority (http://www.fsa.gov.uk/register/home.do). FSA Registration No: 225112

Capital Asset Management (Financial Planning) Plc
Registered Address:
52 Cornhill, London, EC3V 3PD
Registered in England & Wales, No. 04695777

 
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