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Managing Director

Scientific Research Company

When Theo English was lucky enough to realise over £2 million in maturing shares, he wanted to understand how much longer he needed to work in his business before he could wind down with complete financial security in every eventuality.

His goal? To buy a yacht and sail around the world with his wife.

The story so far? He has used our planning tool to find funding to put his children through private schooling and has some short term financial goals in place to bring him some important steps closer to realising his life dream.

Our starting point … Chesterford Wealth Management

Back to the numbers …