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Case Studies

We work with a variety of individuals and businesses, all at different points in their wealth planning process, with different goals and attitudes. To read some examples of who we work with, click on the images below.


Choosing how best to prepare for a close-at-hand retirement can be difficult and time-consuming without the proper financial advice. We help people to plan for their retirement by analysing their options and providing clear advice on what would produce the best outcome for them. If further investment is required then this can be arranged and a clear plan for many years into the future can be formulated, so you know how best you can enjoy your well deserved retirement years.


Many clients come to us after having retired, with a desire to put their investments in order and plan for their family’s future. We help to shape new investments where required and to make sure that everything is prepared in the most effective way possible for inheritance purposes. We also ensure your current financial arrangements are adequate and that you are taking the best possible advantage of your pension to live a full and happy retirement.

Business Professional

We work with professionals at every end of the advice sphere, from new business owners to those considering leaving industries or retiring. Our knowledge of the unique circumstances you will come across along the way mean that your investment advice is always both individual and highly knowledgeable, helping to ensure your future is secure. We are particularly experienced in talking to those who have never taken advantage of professional advice before but wish to start to plan investments for their futures.

Employee Benefits for Companies

Our experience with employee benefits schemes means that we are in an ideal situation to help you make the best possible plans for your employees, whilst looking after your businesses expenditure. We believe that a strong benefits package encourages the best staff to join you and stay with you and with the Auto Enrolment scheme now in place across the country, planning for employee benefits has never been more important.