Exiting a business


In 2010, Chris decided to sell his shareholding in a printing business. He’d grown the company successfully and felt it was time to relax a little; with one eye on full retirement.

Once he made the decision to retire, he discussed his requirements with three financial advisers; one being a larger company, one his existing adviser and the other was Gareth here at Gem & Co.

Chris felt we were far superior in our attitude towards financial planning, taking a much broader approach in helping him to achieve his goals.

What we did

Chris supplied us with details of his everyday overheads and anticipated expenditure in the future.

We processed this information into our software, which outlined his financial future. We explained the results and our recommendations to Chris and his wife. This gave them much-needed peace of mind.

Chris today

Chris has now retired successfully, and is enjoying his financial freedom and free time.

Chris has told us that he couldn’t be happier with our approach and the work we have done; he trusts us implicitly with his financial future.

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