Case studies

I am extremely proud of the work I do for my clients. Here are the stories of some of the people I 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.

Read more

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.

Read more