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.
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Robert would like to exit the business at age 57 to enjoy a long retirement and, to date, has not made pension contributions to achieve this objective.
Jane, aged 57, is the sole director and shareholder of ABC Ltd. ABC Ltd remunerate Jane by paying a gross salary of £12,500 not subject to tax.
Two clients who ran a business wanted to take some of the wealth that they had built up in their business out of it.
If you could have the absolutely perfect lifestyle doing whatever you wanted, with no worries, what would your life look like?
Keith Parkinson highlights the importance and value of having the appropriate life cover in place.
We would like to share the story of one of our clients. A lovely family […]