CASE STUDIES

CASE STUDIES Our mission is to bring to our clients a lifetime planning experience, where the advice is uncomplicated, clear and, at all times, meaningful. REQUEST A CALLBACK
Case Study: Pension Planning & Corporation Tax
Robert would like to exit the business at age 57 to enjoy a long retirement and, to date,…
Case Study: Income Strategy
Jane, aged 57, is the sole director and shareholder of ABC Ltd. ABC Ltd remunerate Jane by paying…
Case Study: Helping withdraw wealth from the business without giving it to the taxman
If you could have the absolutely perfect lifestyle doing whatever you wanted, with no worries, what would your…
Case Study: Your Life – Does It Feel Completely On Track To Meet Your Dreams?
If you could have the absolutely perfect lifestyle doing whatever you wanted, with no worries, what would your…
Case Study: A Tale of Two Widows
The following is based on true life events and both are within the last year. Both Widows have…
protecting my family
Case Study: The Power Of Regular Financial Reviews
We would like to share the story of one of our clients. A lovely family from Bristol. They…
mortgage adviser
Case Study: Get The Most From Your Mortgage Adviser
Craig Parkinson is a mortgage specialist. He works in Hailsham, East Sussex. Craig talks about his experience of helping…
Getting to Grips with Auto enrolment
Case Study: Getting To Grips With Auto Enrolment
Darren Critten leads our Workplace practice. He works with firms of all sizes to cost effectively add value…

Slide INVESTING YOUR WEALTH We have vast experience of building long-term wealth so you can be confident that your investment strategy is designed just for you and your needs. FIND OUT MORE Saving for the future SAVING FOR THE FUTURE It is important that we all take the time to evaluate and understand our savings goals, as by doing this, we can establish the best route to achieving them. FIND OUT MORE Slide FIND OUT MORE PENSIONS & RETIREMENT Making sure you achieve the type of retirement you have always wanted is not just dependent on how you have planned your finances, but also on when and how you choose to access them. FIND OUT MORE Slide PROTECTING YOUR FAMILY & LIFESTYLE We will work with you to ensure you put the right protection in place so that even if the worst happens your family won’t have to worry about paying the bills. FIND OUT MORE Slide PLANNING YOUR ESTATE We can help you protect the wealth you have worked hard to accumulate so it is there for your beneficiaries not the taxman. FIND OUT MORE Slide BUYING YOUR HOME We can help you choose the mortgage that is right for your needs, make sure you have the right protection in place, and guide you through the whole process. FIND OUT MORE Slide PROTECTING YOUR BUSINESS & EMPLOYEES We can help you navigate the increasingly complex and regulated world of employee benefits, at the same time building trust and loyalty among your employees. FIND OUT MORE Slide WORKPLACE SOLUTIONS FOR ACCOUNTANTS Workplace Solutions offers you a choice of services, addressing five key areas of your business, and we tailor them just for you. FIND OUT MORE Slide WORKPLACE SOLUTIONS FOR EMPLOYERS Workplace Solutions offers you a choice of services, addressing five key areas of your business, and we tailor them just for you. FIND OUT MORE