17/06/2026
“When I turned 50, I made a ‘50 things to do before I die’ list, and I’ve already done 22 of them.”
For Chris, working with our Wealth team meant creating a financial plan that reflected not only the sale of his business and the associated tax implications, but also his ambitions for the future 🔮
Having worked with Chris for many years, Tom Blanchard and Ewan Rosie understood not just the financial implications of selling his business, but what he wanted life to look like afterwards.
Together, they built a plan around those ambitions, helping provide a tax-efficient income while giving Chris the confidence to focus on the things that matter most ✈️
The result?
More bucket-list moments.
From an incredible trek to Everest Basecamp to adventures in Bali, Hawaii, LA and Vietnam 🌍
As Chris puts it:
“The key word is trust.”
It's a reminder that great financial planning isn't just about wealth. It's about helping people live the life they want to live.