Find out how we’ve helped people just like you to gain clarity and make important decisions about their finances, structuring their affairs to achieve what matters most to them. Our clients have kindly shared their stories to show how they have benefited from working with us over the years. Each case study is structured to illustrate our process in action, so you can see the breadth of our services and understand exactly how we work.
Protect against the unexpected
I decided to pursue my dream of becoming a freelance writer. Mike created a financial plan to support my lifestyle and included a safety net should anything go wrong. Just two years later I was diagnosed with MS and the policy has made dealing with my illness so much easier.
Get Financially Organised
When we first launched the business we didn’t plan to grow too big. However, the digital age helped us to expand and exceed all of our expectations. Now with a multi-national agency and decent profits, I needed advice on the best way to manage my personal finances.
Advice After Loss
Shortly after I retired I found myself widowed. I was worried I would not have enough money to maintain my lifestyle and felt daunted by the prospect of taking charge of my finances. Everything appeared to be all over the place and I needed to know where I stood.
Prepare for business sale
As business owners, my wife and I are always incredibly busy. We struggle to find the time to effectively understand and manage our personal affairs. After receiving an offer for the business in a cash deal, we realised we needed to take control of our financial situation and determine a plan for the future.
Time to spend with family
After climbing the corporate ladder for 20 years, I was the CEO of a successful company, working long hours and spending a lot of time away from home. I wanted to know if I could afford to move to a consultancy role and spend more time with my family doing the things we enjoy.
Sophisticated investing
I previously worked in the City and was constantly exposed to the latest ‘stock tip’ and ‘insight’ into where I should invest. Over the years my portfolio had grown quite substantially, but I simply didn’t have time to manage it. I needed to find a better solution, without as much risk.
These case studies are included as examples of our service provision only and do not constitute provision of specific financial advice. Please contact one of our advisers for advice on your specific situation. The Financial Conduct Authority does not regulate taxation, trust advice and will writing. Investors should be aware that the value of units may well fall as well as rise, is not guaranteed and that past performance is not a guide to future performance.