Case Studies

Below are some case studies. These show some typical examples of the clients we see and the problems that we help overcome.

	An inheritance windfall but no need for the cash		Juggling a business and family
	DIY investors nearing retirement		A single person with excess income
	Bringing some order to multiple pension pots		A young couple working towards their first mortgage
	Ready to retire		Seizing The Opportunity For Early Retirement
	I want a change; can I afford it?		A Young Family Securing Their And Their Children’s Future