Our Clients

Most of our clients are well established professionals who come to us at a point in life when priorities are starting to change; children may be approaching further education or have already flown the nest and thoughts of exploring new options, including retirement, are beginning to sound attractive. It’s never too late to start some practical financial planning.

To help you decide if our services are for you, we have prepared some short case studies which address some common questions and demonstrate how we work with our clients to help them achieve their financial objectives. If you’d like to find out more, do get in touch.

“You are never too old to set another goal or dream a new dream.” C.S. Lewis

Inheriting money - James and Rachel

James and Rachel approached us when they were about to receive a large inheritance from James’ aunt.

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“It's impossible to map out a route to your destination if you don't know where you're starting from.” Suze Orman

Inheritance tax - Susan

Widowed approximately ten years ago, Susan’s work has always been an important part of her life – she enjoys it! However, after a recent restructuring, she has found that additional responsibilities have been taking her away from the part of the job she really enjoys.

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“A goal is a dream with a deadline.” Napoleon Hill

Retiring now - Mark and Jenny

Mark and Jenny are in their late fifties and approaching retirement. With a redundancy package being offered to Mark, they approached us to help them make some key decisions.

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“It's impossible to map out a route to your destination if you don't know where you're starting from.” Suze Orman

Planning to retire - Tom and Alison

With only five years until he hoped to retire, Tom and his wife Alison approached us, seeking our help on how to balance the following requirements.

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“Sometimes it’s the journey that teaches you a lot about the destination.” Drake

Divorce and moving on - Caroline

Caroline came to us as a new client when her divorce was about to be finalised. She had given up work to be a ‘stay at home mum’ on the birth of her first child some fifteen years ago. This, coupled with the fact that she had not had much involvement with the family finances, left her feeling in a very vulnerable position. But she was keen to take control and gain back some independence. She also had some very clear objectives.

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“A goal is a dream with a deadline.” Napoleon Hill

Combining property assets - Martin and Vanessa

Martin and Vanessa have both been married before. Now married to each other for a number of years, they have been living in Vanessa’s property, whilst Martin retained his property for rental. They came to us to help them in reaching decisions on how to proceed, now that they thought they had reached the decision to sell both their properties, combine assets and finally purchase a property together.

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