Case Study – Jenny

Case Study – Jenny

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Clients

Jenny* is a Senior Executive for a FTSE 100 company

Steve* works in an art gallery.

Primary Goal

To have a savings plan for the future to allow retirement at 55.

Clients Background

Due to Jenny’s high salary, the family have lived a very good lifestyle with a lot of trips and activities for their young family.

However, she was concerned that the money was being spent, and although it provided lots of memories, she wanted to put some of it away to have a concerted plan for future as they currently had no real savings to show for it – spent what they earned.

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How Did We Help

Due to Jenny’s high salary, the family have lived a very good lifestyle with a lot of trips and activities for their young family.

However, she was concerned that the money was being spent, and although it provided lots of memories, she wanted to put some of it away to have a concerted plan for future as they currently had no real savings to show for it – spent what they earned.

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Support Outcome

The couple are saving a % of their salary each month and 50% of each annual bonus earned. This leaves plenty of cash for enjoying life today whilst balancing future.

We have also Implemented a plan which they are on track to be able to retire at 55.

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*name changed to respect confidentiality

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