Case Studies


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.

Lifetime mortgage advice from AFS Chesterfield and Sheffield
A case study on retirement planning and lifetime mortgages The Client's Story Like many pensioners, Mr A was having problems
Inheritance tax planning Sheffield and Chesterfield from AFS
A case study on investment planning and inheritance tax reduction The Client's Story Mr and Mrs K are in their
Pensions, growth and tax savings from AFS Chesterfield and Sheffield
A Case Study on Pensions, Business Growth & Tax Savings The Client’s Story Mr W runs a small engineering business
Investment portfolio management from AFS financial advisers Chesterfield and Sheffield
A Case Study on Investment Portfolio Consolidation The Client’s Story An elderly client, Mr S, had built up significant savings
Company pensions scheme advice in Chesterfield and Sheffield from AFS Ltd
A Case Study on Company Pension Management and Pension Reforms The Client’s Story ABC Ltd is a small company with fewer than
Retirement planning from AFS, IFA in Chesterfield and Sheffield
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.