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How We’ve Helped

Stories of the real people we’ve helped to achieve their aspirations

Over the years, we’ve helped hundreds of individuals and couples to make smarter financial decisions, increase their wellbeing and achieve a better quality of life.

Here are some of the stories of our real clients (names have been changed) who we’ve helped to achieve their aspirations.

We hope their stories inspire you to take steps to achieve yours.

Reluctant to Pay Fees

Mr & Mrs Jackson

Mr and Mrs Jackson sought our help four years after their initial meeting. They had initially been reluctant to pay our fees, but soon realised they needed help. Our planning ultimately enabled them to avoid a huge tax bill, which completely overshadowed the cost of our services.

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Planning a Fun-Filled Retirement

Mr & Mrs Wilson

Mr and Mrs Wilson couldn’t help but feel they weren’t enjoying life to the fullest in retirement. They were worried about money, but wanted to do so much more with this new chapter of life. We analysed their situation, provided reassurance and encouraged them to live the life they wanted.

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Lost Money Saved Immediately

Mr Jones

Due to unforeseen circumstances, our client Mr Jones lost contact with us after an initial meeting. Unfortunately, when Mr Jones got back in touch, he had lost over £250,000 in the form of a large tax bill. We quickly identified other areas in which we could help him regain financial confidence.

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Retire Tomorrow!

Mr James

Mr James wanted to stop working, but felt he had no choice but to stay where he was in order to fund his retirement. We carefully analysed Mr James’ financial situation and discovered that, should he invest his pensions strategically, he could actually retire the next day if he wanted to.

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Lifetime Allowance Protection

Ms Miller

Ms Miller was an NHS doctor who simply didn’t have enough time to manage her finances on her own. She came to us for general financial planning, but it emerged that she had a serious Lifetime Allowance problem. It was then our job to help her strategically avoid this tax charge.

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Buy the New House!

Mr & Mrs Smith

Mr and Mrs Smith were confused about their pensions and needed help with retirement planning. After carefully analysing their situation, it emerged that the couple had a company scheme pension plan that they didn’t even know about; enabling them to purchase their dream home outright.

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Organising Finances for Probate

Mr & Mrs Baker

Our Financial Planner Deb helped Mr and Mrs Baker to consolidate their pension plans, update their wills and put Lasting Powers of Attorney in place. When Mr Baker sadly passed away, this organisation helped Mrs Baker deal with the bereavement without any added financial worry.

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Third-Party Ill Health

Mr Brown

Mr Brown had experienced setback after setback. His mother and brother passed away, his father fell ill, he himself had to undergo serious surgery. Seeing up close and personal how so many lives are cut short, Mr Brown wanted to begin ticking off some of the things he’d always wanted to do.

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It’s all about developing relationships

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