Enough for uncertain times

Support children and grandchildred - transfer assets

Good progress with management career

3 children: Twins' birthday previous night - 7 grandchildren present

Want to be able to offer support (if required)

Lifetime membership of National Trust gift

Age 75 to still be here (family genetics are not good)

What income? None required for now

No car required currently or any other big purchases

Concerns - Investments not being properly managed

Not to worry in future years

International travel

Wife

Children

Grandchildren

Wife's sister

Introvert but wants to be an extrovert

No pets

Neighbour in Who's Who

Enfield Grammar: Enjoyed Chemistry, A'levels, degree in Polymer

Community: Chairwoman of Flower Society

Doesn't object to normal tax but with IHT, would like to save tax on the estate

Worst decision trying to manage pension himself

Best decision was to save over the years

Protection on assets. Consider:

None at present

1. Would like visbility

2. Doesn't want surprises

Face-to-Face: 2/3 times in year 1

Phone updates

Phone if sudden cahnge in markets

Review finances: Every qtr in the first year

Doesn't follow sports

TV: Crime dramas (Vera)

Doesn't read

Health concerns: Brother died at 53. Parents dies when he was young

No fitness - gardening - walks 3 x per week

Hobbies: Gardening, cooking bread and making ice-cream

Travel is still important

Vacation: In 2012 went around the world - Mark planned this trip himself

Weekend: Gardeneing and odd jobs

Supports charities: £30/mth