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We first met Charles 12 years ago. From our very first meeting we felt confident that he understood what we were trying to achieve with our investments and he has consistently made suggestions and recommendations to help us realise this. Despite us having worked in the Banking and Business sectors we were unaware of the many financial options available to us and the tax benefits that these brought with them.
We always feel that we are getting personalised attention whenever we have a meeting or on a phone call, and as a result of following Charles's recommendations we achieved our investment aim and have been able to retire 9 years early. We now have the time to travel whilst still having our health to enjoy it. We know that without the advice from Charles and the backup of the whole PIM team that we would still be working!
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Get in TouchBackground:
Peter and Susan were initially introduced to Charles over ten years ago via a professional connection through their bank. Their bank manager knew that the clients would benefit from the personal and corporate financial planning that Principle specialise in.
Susan comes from a banking background having spent most of her career in a senior role and Peter running businesses. At the time of meeting Principle they were working on their first project together with Braemar Boats, they eventually sold the business and now happily split their time between England and Spain in retirement.
Solution:
Charles has worked with Peter and Susan closely on an annual basis to ensure that they have maximised their tax and planning opportunities each year from the success generated by their business. Over the years this generated wealth independent of their business giving them financial security and control over their transition towards retirement.
Results:
Peter and Susan spend their split between Spain and England following the sale of Braemar Boats and now enjoy a comfortable and happy retirement. Principle continue to work with the clients on an ongoing basis providing financial planning, investment advice and general guidance taking the worry out of all things financial.
This allows the clients to have the peace of mind, live fulfilling lives and be happy to enjoy the successes that have come from many years of working.