We’re passionate about changing people’s lives through strategic financial planning. In fact, we have a track record of doing so.
Read some case studies, based on real-life stories, below:
Business owner – Michael
Michael is a major shareholder in a busy engineering firm. He came to us because he was increasingly finding running the business stressful. Michael was actively looking for a future exit strategy or opportunity to take a back seat in the business.
Company Director – Catherine
Catherine is a managing director and sits on the board of a large independent private company. Her main goal has always been to get to a position in which she can choose to retire, safe in the knowledge that her family is protected should anything ever go wrong.
Senior executive – James
James contacted us after participating in a pension surgery presentation that we conducted at his workplace. He had largely made his own investment decisions before seeking our advice, and his main objective was to achieve financial independence in the years ahead.