Case Studies

Approaching Retirement

Graham and Jan wished to put together a long term plan for a flexible retirement.

Successful Business Owner

David wanted to put in place a tax efficient wealth building strategy.

Already In Retirement

Alan and Laura wanted an adviser to update their investment portfolio and ensure it remains suitable for their retirement plan.

Our Second Opinion Service

George wanted an independent view on whether the pension which had been recommended to him was suitable.

Estate Planning

James and Jill wanted to protect each other and their family in the event of death or loss of capacity.

The above are case studies only and are specific to individual client circumstances. These case studies are to be viewed as information only and for general interest and not as advice or a recommendation to act. Your circumstances and objectives may differ to those found in the case studies.