Testimonials

Financial Protection case study

We saw Mr and Mrs Smythe about fifteen years ago for some advice around protection. First of all, we recommended life cover and a critical illness policy for mortgage and personal cover. Sadly, Mr Smythe developed cancer and passed away a year later. The policies paid out which enabled Mrs …

Retirement Planning case study

Helena told us she would dearly love to retire at 60 rather than 65, which was her expectation at the time. After gathering all the information regarding her investments and pension details, we put together a plan. Helena emphasised again that her main goal was to retire at 60 …

Inheritance Planning case study

One of the main concerns held by my client, Elizabeth, when I first met her was the amount of inheritance tax that would be paid by her children in the event of her death. By careful consideration of the circumstances, and by using a bespoke approach to her financial planning …
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