Case studies

We are extremely proud of the work we do for our clients. Here are the stories of some of the people we have helped.

Establishing retirement income

Andrew & Caroline wanted to know if they could afford to stop working, Andrew particularly after working all his career for one company. They wanted to know if they had enough and how to invest an expected lump sum from Andrew's final salary pension.

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Final Salary transfer

Harry had a significant Final Salary pension fund that he wanted to transfer. He was looking for control and flexibility with his pension, and was also concerned about financial security for himself, his wife Sarah and their children.

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Pension review and strategy

Stephen & Alice were in need of a financial plan that enabled them to manage their working lives whilst simultaneously supporting their children; allowing them time to travel and make memories.

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