Not what you generally expect when you answer the phone to a client…but not a complete shock having helped to plan and organise the business sale for these two clients.

Over time we’d helped them understand how they’d like retired life to look. We walked them through how much that life costs, providing advice on how much they’d need to sell their business for in order to do everything they wanted: pay off their mortgages, buy the villa, help the kids and…buy the dream boat.

We’re proud to say we helped them through it all, and upon asking them, ‘what do you do for a living?!’, their answer was- in unison-


yacht sailing in a beautiful location