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When can you start living the life Find out how much you need to save, how soon you can retire... you dream about?

and how to plan for your ideal future...

forbesLawson control clarity confidence

financial planning for life...


Celebrating 10 Years of Excellence

Everyone has a vision of how they want to spend their retirement... Rural peace and quiet are high on the list. Take John and Sarah... They thought they were nearly there. The trouble is they didn’t know where ‘there’ was! One night John, a Senior Pilot for a major airline, was at 35,000 feet over Canada. Out of nowhere the thought, “How much longer do I have to do this?” slipped into his mind. Increasing pressure, tighter regulations, continued testing, and

regular cut backs - it was no longer the same. The fun had gone. And now, aged 55, he was thinking, “Why am I still doing this?” What he really wanted was to settle down in the country with his wife, and enjoy some quality time, with his feet firmly on the ground. He had a great pension. He’d built up some capital. He’d nearly paid off his mortgage. But what did it all mean? Was he ‘there’ yet? He needed help. So he turned to one of our planners to help make sense of it all.


First in Scotland & only the second in Britain to be awarded BS 8577 Certification

Our planner helped John and Sarah get a fix on what they wanted, and when they wanted it - the sort of lifestyle they would really enjoy. Travel? No thanks, they’d done enough of that! Now, their interest was breeding goats and growing fruit on their own 30 acres of

for a smallholding. And the goat

peaceful countryside.

population is coming along nicely too.

So our planner crunched their

They continue to meet with our

number. He found they’d already

planner regularly so that he can

arrived, provided they downscaled

guide them and their finances to give

their house at about age 75. John

them the life they want for as long as

could immediately give up long haul

they want it.

Can you afford to escape to the country yet? Do you want to find out how you can start living your dream? Call 01224 747889 to arrange a meeting, the cost of which is met by us. It could be the best hour you have ever spent!

www.forbeslawson.co.uk


Forbes Lawson are proactive lifestyle financial planners who put the client first, not the product. We are here to provide you with a clear image of what your finances are like today and help you manage them into an understandable picture of what your financial future can be. We will work with you to plan for this future and help you to manage your finances to identify, achieve & maintain your desired lifestyle without fear of your money running out. All our planners are ISO 22222 certified financial planners and Forbes Lawson is the only firm in Scotland and second in the UK to be awarded the British Standard BS 8577. We guarantee a professional service, always giving the best advice for your individual situation and your personal goals. We are delighted to advise that we are now in a position to take on a limited number of new clients. If you want to have control, have a clear picture and be confident about your future call us today on 01224

747889 to arrange a meeting, the cost of which is met by us.

It could be the best hour you have ever spent!

financial planning for life... www.forbeslawson.co.uk

ForbesLawson

orbes Lawson Wealth Management Ltd. F Unit 2, Westhill Business Centre Westhill, Aberdeenshire, AB32 6UF T: 01224 747889 E: enquiries@forbeslawson.co.uk

@ForbesLawson

Authorised and Regulated by the Financial Conduct Authority

The life you dream about  
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