Tag

Legacy

 

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...