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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Are you taking too much money from your pension?

Why did Kathy come to us for advice? Kathy had already retired and was utilising the Pension Freedom rules to draw money from her pension, which was worth around £200,000. She also had an additional £75,000 in investments….

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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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