Case Studies

There’s no use saying we think long term when it comes to your finances, unless we can prove it. Thankfully we have dozens of happy clients willing to share their story with you. These are the highlights of our work so far in providing personal and business financial planning advice…
 

Building A Safe Future In a New Business

2015 marked the start of a business partnership between two friends, who decided to set up an estate agents to challenge the local market...
 

Pension Transfer Advice For A Recent Widower

This individual owned a small business in Cheshire. Aside from the day-to-day stress of leading a company, his wife had passed away a few months before we met...
 

Building A Legacy Through Smart Forward Planning

A couple of years ago, Mrs. J was referred to us by her sister, who is existing client of ours, and who thought we could help her with a difficult situation...