“We thought we were going to talk about money Vikash … this is much better”

“We thought we were going to talk about money Vikash … this is much better,” said the new clients.

Their initial brief to me was to “minimise tax and protect against inflation”.

Having come into a lump of money, this is what they thought they wanted.

We’d addressed that in the first 30 minutes.

Here’s what we’d agreed after two hours.

• Hire a gardener to come once a week – because doing it themselves was leaving them feeling less energised for the things they loved doing.
• Spend more time restoring the vintage motorcycle – a true passion
• On their upcoming cruise; upgrade the window room to a balcony.
• Do a one-off trip with all three grown-up children and their partners.

Because it’s never about the money itself.

But the feelings and experiences that the money can give you.

If you’d like to discuss any of the topics raised in this post then we’d love to hear from you on 0330 056 3566 or by email.