Case studies

Planning for the future after tragedy strikes

Why did Louise come to use for advice? Louise, 34, is a widow, after losing her husband, Paul, following a long illness. Paul and Louise have two young children. Very sensibly they had previously taken out Life Cover…

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Taking retirement planning seriously

Why did John come to us for advice? John is a self-employed engineer. He works abroad for much of the year and being a family man, he is keen to retire early so he’ll be able to spend…

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