Case Studies

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

These case studies are for illustrative purposes only and do not constitute advice.

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ISA Case Study

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

Pension Transfer Case Study
Mortgage Protection Case Study

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...

 
Business Key Person Case Study
Pension on Divorce
Family Protection

Pension Consolidation

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...

Transferring out of a Final Salary scheme is unlikely to be in the best interests of most people.

 

Mortgage Protection

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

 
 

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...

TAKE A PEEK AT THE ADDITIONAL SERVICES AVAILABLE

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I offer additional services to help take away the headache of your finances and to keep you updated throughout the year. I’m all about making it simple and reducing the amount of paperwork you have to manage.

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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...

 

Family Protection

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...

 
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Get in touch

If you are considering taking financial advice I would love to talk to you. Please feel free to call me on 01608 813070 or alternatively please fill out the form and I’ll contact you as soon as I possibly can.

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