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Bay Tree Financial Planning

Case Studies

The value of pensions and investments can fall as well as rise. You may get back less than you invested.


Your advice is completely confidential. The following clients were so pleased with their financial advice experience with me; they agreed to share their experience.

ISA

Steph had been paying into an existing Stocks & Shares ISA for a number of years and wondered if she was doing the right thing...

ISA case study [PDF]

Pension Transfer

David had paid into a number of pensions over the last 15 years and had taken advice each time he took a new one, but hadn’t had them reviewed for a number of years...

Pension Transfer case study [PDF]

Mortgage Protection

Vicki had not taken any protection out for her mortgage loan and had forgotten all about it until we reviewed her finances...

Mortgage protection case study [PDF]

Business Key Person Cover

Beth’s business had started to really grow and she wanted to make sure her clients would not be let down and that her husband would be secure should she die prematurely...

Business Key Person cover case study [PDF]

Pension on Divorce

Ms X was being awarded a share of a pension fund as part of a divorce settlement and she wanted guidance with how to best manage it...

Pension on divorce case study [PDF]

Family Protection

Karen and her husband already had life cover in place, as well as comprehensive employer benefits, but wanted to check it was enough cover...

Family Income Benefit Case study [PDF]

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Bay Tree Financial Planning is a trading style of Jennifer Usher who is an appointed representative of Intrinsic Mortgage Planning Limited and of Intrinsic Financial Planning Limited who are authorised and regulated by the Financial Conduct Authority. Intrinsic Financial Planning Limited and Intrinsic Mortgage Planning Limited are entered on the FCA Register (https://register.fca.org.uk/) under reference 440703 and 440718.

The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.

Bay Tree Financial Planning

The Granary, Cornbury Park, Charlbury, Oxfordshire, OX7 3EW
T: 01608 813070 | M: 07788 410743
jennifer@baytreefp.co.uk
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