Mr and Mrs Taylor came to me with the aim of downsizing their lifestyle. With a farmhouse and attaching barn the solution we agreed upon was for the couple to move into the attaching barn and sell the farm house.

As their Chartered Financial Planner I coordinated with their accountant (large Capital Gains Tax savings), reviewed their investment strategy to make the cashflow work and found the architect they eventually picked after a "beauty parade".

They now live in a stunning converted thatched barn fit for "Country Homes & Interiors" and successfully achieved their personal financial goal as well increase their tax savings.
Andrew Reeves, The Investment Coach Limited.