Case Studies

 

Living A Comfortable Life In Retirement

07/04/2015

Background  Having been retired for over 6 years George and Elizabeth felt now was a good time to review their finances with a view to simplifying matters. They felt the amount....

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A Growing Family

07/04/2015

Background  Bob and Sue have three children. Bob is a busy IT Consultant and Sue owns a florist. They had taken advice regularly from their bank and as such had accumulated....

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Creating A Legacy For Your Family

01/04/2015

  Background  Graeme, a retired business owner and his wife Carol were referred to us by a friend. They had a combined estate worth circa £2.7m and had a number of different....

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Getting It Right At Retirement

01/04/2015

Background  As Bill and Wilma approached retirement they were keen to ensure they maximised their income and made the most tax efficient use of the assets they had accumulated. Bill and....

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Rebuilding Finances After Divorce

31/03/2015

Background  After 22 years of marriage Alan and Anna decided to divorce. This can be a very upsetting period for many couples due to the emotional turmoil and uncertainty surrounding both....

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