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Case studies

Trust and integrity are the foundations of our business, and our relationships with our clients are based upon the same principles.

The best business is always between friends, and that’s what most of our clients are; as likely to drop into our office for a chat as they are to talk finance. We like it that way. Click below to read the stories of some of the people we have helped.

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At retirement

Bob and Sally were ready to retire, but first wanted to understand whether their retirement income would cover the cost of their desired lifestyle.

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Commercial Property Purchase

Directors, Stephen and Jo, wanted to use some of their company's cash reserves to become mortgage-free, but were worried about the tax implications.

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Company Profit Extraction

Business Director Roger, and his wife Carol, were ready to plan for retirement and simultaneously wanted to minimise their inheritance tax.

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Early Retirement

David and Karen had dreams of retiring early and travelling; they needed a financial plan that would allow them to enjoy their adventures worry-free.

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Inheritance Tax & Retirement Planning

Brian and Sally had recently retired but wanted to formulate a strategy for generating income and reducing their inheritance tax liability.

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Inheritance Tax Planning

Edward and Alice wanted to leave as much of their estate as possible for their daughter, but they were cautious about investing money in a risky way.

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Property Purchase & Retirement Planning

Business owner Simon, wanted a financial strategy; he wanted to purchase his commercial property and simultaneously plan for his own retirement.

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Tax & Retirement Planning

Directors, Alan and Susan, were concerned about how higher-rate taxes and outstanding loans on their properties would affect their retirement.

What do our clients have to say?