Client stories

Karen’s husband Dave passed away suddenly when the couple were in their mid-40s. With no experience whatsoever of managing their finances and no desire to do so on her own, Karen sought out the help of our expert team to secure lasting financial stability for her family.

Helen and her husband were in the process of divorcing. They came to us for help in dividing their finances, and Helen also wanted to stop working. We established how the pension fund she received during the divorce could help her fund her desired retirement lifestyle.

Mike and Linda were diligent savers, spending a lot of time “chasing rates” to get the most out of their savings. They were looking for reassurance that their money wouldn’t run out and that there would be enough left over for their loved ones to enjoy.

John and Robert ran a father-and-son business that John had started 30 years ago. After years of success, an American company had made an offer to buy the business that was too good to refuse; they needed guidance to ensure they were making the right decisions.

Richard and Carol were in their 50s when they received the unexpected news that an uncle had left them a significant inheritance. They were looking for a financial planner that they could trust to create a strategic financial plan that would help them put the inheritance to purposeful use.

Derek and Sue were in their late 50s and were hoping to retire sooner rather than later. They had dreams of travelling extensively, but understood that they had to get a plan in place to securely and successfully manage their income in retirement.

James and Lucy had accumulated a number of pensions and investments throughout their working lives. Whilst they felt ready to retire, they were unsure whether they had enough and were keen to establish what they could expect in terms of income.