James is in his late 40s, married to Maria and they have three young children. James has recently received net proceeds of £8 million after he and his business partner sold their company.
He has earmarked £800k of this to repay his existing mortgage. James approached Stonehage Fleming as he wanted advice on how to invest and structure the remaining cash on deposit. The aim of the invested funds is to provide an income for James and his family to fund their expenditure needs going forward and to ensure his children are supported.
Having previously used his savings and reinvested profits back into the business, James initially found the level of liquid wealth overwhelming having little prior investment experience.
James and Maria’s goals:
Outcomes (to date):
Disclaimer: Please note, all case studies have been carefully anonymised. Although scenarios are based on real life events they have been fictionalised and are an amalgamation of client experiences. All names, locations and occupations have been replaced with pseudonyms.Email