There comes a moment when entrepreneurs and successful professionals decide they are comfortable letting people like me into their world. It’s no secret that many of you are so focused on running your businesses that you have little time for anything else – including personal finances.
But after many years, perhaps even decades, of focusing entirely on your business, you reach that point where you want to take a step back and seek the help of a wealth manager.
This is what we call the ‘Let Go Moment’.
It typically coincides with that time in in your life when you determine you no longer want to do everything yourself and believe you may benefit from the support and advice from an expert.
There are three reasons why you might do this: One is that you have realised you have created more wealth than you will consume in your lifetime and therefore your financial goals have shifted accordingly.
Another reason is that you’ve reached an age where you are thinking about the legacy you can leave for future generations, whether for family, local community or charitable endeavours.
And finally, after a long career spent building your business, you are at a point where you value your personal time – with your family and other pursuits – more than anything. This leads to allowing someone else to take over certain aspects of your life, so you can spend your time on what really matters.
When this alchemy of events come together, you experience your ‘Let Go Moment’. It’s at this point when your priorities change, that you might seek out a specialist wealth manager such as London & Capital to provide you with the guidance you need.
Iain became a Partner of London & Capital in 2008 and heads the firm's Private Investment Office, which he founded in 2013. The Private Investment Office provides wealth management services for some of the firm’s largest clients.
Prior to joining London & Capital, Iain ran his own wealth management business for five years, in association with Zurich Financial Services Limited, where he built and maintained a significant high net worth client base. Before that, he was a partner at Freeman, Farmer and Anderson Company at only 27.
He has been awarded the Investment Management Certificate, a Diploma in Financial Planning and a BA Hons degree from The University of Manchester. He has been named in CityWealth’s ‘Top Private Bankers & Investment Managers’ leaders list for the past 3 years and was named in PAM ‘Top 40 under 40’ in 2013.
To arrange an introduction to London & Capital contact us using the form below or by phone: +44 207 396 3320