Case Studies

Case Study - Pete Clients Pete* is a successful Business Owner and Property Investor Primary Goal Building wealth outside of his business. Clients Background Pete was introduced to me to start a pension as he was [...]

Case Study - Jenny Clients Jenny* is a Senior Executive for a FTSE 100 company Steve* works in an art gallery. Primary Goal To have a savings plan for the future to allow retirement at 55. Clients [...]

Case Study - Patricia Clients Patricia* is 71 and is Retired Primary Goal Patricia had a number of objectives now she is retired. One of these was a plan to leave a gift for her children whilst saving as much money [...]

Case Study - Aaron Clients Aaron* is 53 and a Business Owner Sally* is 53 and a Business Owner Primary Goal Aaron had a health scare and wanted to bring retirement forward. Clients Background Aaron had [...]

Case Study - Paul Clients Paul* is 58 and a Senior Manager Cathy* is 58 and is Retired Primary Goal Paul and Cathy had been DIY investors for a number of years but wanted help as they began transitioning into retirement, [...]