We believe that the best financial advice is often the most simple. The following case studies are examples of the type of work that we have carried out for some of our clients in order to help them achieve their goals. Click on the links below to read our case studies.

An Alternative Source of Income in Retirement

A case study on retirement planning and lifetime mortgages The Client's Story Like many pensioners, Mr A was having problems

An Effective Solution to Providing an Income and Reducing Inheritance Tax

A case study on investment planning and inheritance tax reduction The Client's Story Mr and Mrs K are in their

A Client with an Expanding Business

A Case Study on Pensions, Business Growth & Tax Savings The Client’s Story Mr W runs a small engineering business

Simplifying Investments

A Case Study on Investment Portfolio Consolidation The Client’s Story An elderly client, Mr S, had built up significant savings

Employer Pension Scheme

A Case Study on Company Pension Management and Pension Reforms The Client’s Story ABC Ltd is a small company with fewer than

Life After Work

A Case Study on Increasing your Pension Income at Retirement The Client's Story Mr E was approaching his 65th birthday

_{These case studies are examples only, they are based on real situations but the characters are fictional.}