There comes a moment when entrepreneurs and successful professionals decide they are comfortable letting people like me into their world. It’s no secret that many of you are so focused on running your businesses that you have little time for anything else – including personal finances.
But after many years, perhaps even decades, of focusing entirely on your business, you reach that point where you want to take a step back and seek the help of a wealth manager.
This is what we call the ‘Let Go Moment’.
It typically coincides with that time in in your life when you determine you no longer want to do everything yourself and believe you may benefit from the support and advice from an expert.
There are three reasons why you might do this: One is that you have realised you have created more wealth than you will consume in your lifetime and therefore your financial goals have shifted accordingly.
Another reason is that you’ve reached an age where you are thinking about the legacy you can leave for future generations, whether for family, local community or charitable endeavours.
And finally, after a long career spent building your business, you are at a point where you value your personal time – with your family and other pursuits – more than anything. This leads to allowing someone else to take over certain aspects of your life, so you can spend your time on what really matters.
When this alchemy of events come together, you experience your ‘Let Go Moment’. It’s at this point when your priorities change, that you might seek out a specialist wealth manager such as London & Capital to provide you with the guidance you need.
To speak to Iain or another member of the Private Investment Office, please call 020 7396 3388 or use our contact form here.
The value of investments and any income from them can fall as well as rise and neither is guaranteed. Investors may not get back the capital they invested. Past performance is not indicative of future performance. The material is provided for informational purposes only. No news or research item is a personal recommendation to trade. Nothing contained herein constitutes investment, legal, tax or other advice.
Copyright © London and Capital Asset Management Limited. London and Capital Asset Management Limited is authorised and regulated by the Financial Conduct Authority of 12 Endeavour Square, London E20 1JN, with firm reference number 143286. Registered in England and Wales, Company Number 02112588. London and Capital Wealth Advisers Limited is authorised and regulated by both by the Financial Conduct Authority of 12 Endeavour Square, London E20 1JN, with firm reference number 120776 and the U.S. Securities and Exchange Commission of 100 F Street, NE Washington, DC 20549, with firm reference number 801-63787. Registered in England and Wales, Company Number 02080604
