In this section you will find case studies on how we have advised a variety of individual and corporate clients on their specific financial needs. The following case studies are for information and illustration only. They are not intended to be individual advice and they should not be taken as such.
If you have any questions relating to your own circumstances, please contact us.
Retirement options – business recently sold – the next life stage
We were introduced to a couple who had just sold their business. The clients were looking to take an income from the husband’s two different pension funds. There were two different funds.
Directors executive pensions – don't lose your protected tax free cash entitlement
We were introduced to a successful limited company by an accountant. We were asked to review the pension arrangements of the two directors.
Investment consolidation of PEP's and ISA's – do you wish to reduce your paperwork and have a clearer investment objective?
We were introduced to a couple who were becoming very frustrated with the amount of paperwork they were receiving with their PEP and ISA stock market investments.
Investment review – can I maintain my income levels?
A solicitor introduced us to a lady who was concerned with the level of income she was taking from her investments. Her portfolio included building society accounts, shares and investment bonds.
Inheritance tax planning – keeping control of capital by planning early
After updating the client's wills, A solicitor introduced us to a couple who were keen to start considering inheritance tax planning.
Pension review – consider all of your income options at retirement – what is your priority?
An existing client had decided to retire and asked us for guidance on the options available. His objective was to achieve the maximum income with his pension fund and not to take any investment risk.
Pension review – keep what you have
We were referred to a client who had several different pension policies which had been accrued from various past employments. We conducted a full analysis of all of the pensions, once we had received all of the information back from the companies and scheme trustees.