Wealth management

What Unknown Risk Are You Taking

What Unknown Risk Are You Taking

It is often the case that advisers, brokers, fund managers and their clients do not fully understand the degree of risk they are taking, particularly following sustained periods of benign market conditions, such as those we are currently experiencing. With that in mind, I thought I’d provide you with a timely piece of poetry.

Why Financial Goals Alone Are Meaningless

Why Financial Goals Alone Are Meaningless

Throughout life we grow up hearing about the importance of setting goals. Right from being children we are encouraged to select study options for future career ambitions, which we may grow to not desire. Goals are evidenced in all the choices we make, whether it be supporting our children to establish themselves, choosing the right house type and location to call home, picking a vehicle to drive, positioning a business for sale and even to planning for retirement. The list goes on!

Case Study: Meet Vince

Case Study: Meet Vince

When I received a referral to a Consultant Surgeon, with a rather lucrative private practice, wanting to sort out his retirement I was excited to say the least. Vince was 55 and wanting to cease work full time by the age of 60.

Case Study: Meet Dom and Stu

Case Study: Meet Dom and Stu

Independence and impartiality are two extremely important words that we at Manse Capital are fiercely protective of when it comes to giving advice to our clients. However we are not alone in our thinking as two long standing veterinary clients of Manse also hold similar values.

Case Study: Meet Mike

Case Study: Meet Mike

Meet Mike. Mike is 47, he is a Dentist and has two practices, one NHS and one private. Mike came to us with a wish list. He wanted to know when and if he could afford to sell the NHS practice and work part time in the private practice from age 50 and buy a property in the French Alps.

How much do I need to sell my business for?

How much do I need to sell my business for?

As a financial planning company advising many small and medium sized business owners (SME’s) this is probably the most asked question we get. Most SME owners have a deep attachment to their business as it was them who grew the initial seed from a fledging idea, invested their own capital in the project and took significant risk to grow the company or partnership in to a profitable enterprise.