Case Studies

Our case studies show how we’ve helped clients by answering their different financial planning questions;
 

• What is the best way for me to secure the income I need in retirement? 

• How can we release equity so we can afford to stay in the family home into retirement and old age?

• How can I avoid my family having to face unnecessary inheritance tax?

• What’s the best mortgage available for our needs? 

• How do I go about setting up the right investment portfolio to produce the income I need now, whilst also building capital growth over the longer term? 

• Can I rely on my business to provide my pension and ensure I have the income I need when I retire?

• What’s the best way to pay for mum’s care home fees?
   

Click on the boxes below to find out more, or to see how we can help you, please get in touch.  Call us on 01727 223251 or complete our short enquiry form.