(This is a case study based on one of Logic Wealth Planning’s clients.)
In his mid 50s, Mr P was close to burn-out after working for many years in a demanding and highly pressurised role. When he approached Logic Wealth Planning he was hoping they might find a way for him to retire early.
After a thorough review of Mr P’s finances, and by fully understanding his circumstances, hopes and wishes, we found a solution which meant he could afford to retire early, take a well earned holiday and then just work on short term contracts to fit in with his lifestyle, as and when he wished. This proved to be the ideal outcome for Mr P who commented “I can now live my life and not have to work to live”.
To find out how this was achieved please follow this link.
https://logic-wp.com/client-stories/retiring-early-2/
How we can help
If this situation is familiar and you’ve already had thoughts about the idea of retiring early or at least slowing down, then by understanding your circumstances and your plans for the short and long term, we can explore the options available to you and help you find a solution which will take you one step nearer to achieving a more relaxed and less stressful lifestyle. To start the conversation why not give us a call to arrange a free no obligation meeting. Call us now on 0808 123 4321.
Logic Wealth Planning provides independent financial advice in Manchester, Bury, Rochdale, Cheshire, and the surrounding area, but not limited to the region.