Case Studies

This portfolio of case studies will give you a good sense of the kind of situations we work with, how we approach them and the results we’ve been able to achieve for clients.  Please note that these case studies are for information purposes only and do not constitute financial advice.  Individual circumstances can differ and it is therefore vital to seek independent financial advice before embarking on a course of action.

Dentist – Case Study One (Professional Financial Planning)

We worked with a dentist, aged 48, who was concerned that he wouldn’t have enough money saved up by the time he was planning to retire at age 55. He was surprised (and pleased) when we were able to present the answers to his concerns to him. More details…

Doctor – Case Study Two (Debt Management)

Liz and Steve were concerned that they would be left with a mortgage debt in 2010 when their endowment policy was due to mature (with a shortfall). We explored all the options available and came up with a solution to clear the shortfall before 2010. More details…

Dentist – Case Study Three (Family Protection)

Matt and Sue have two young children and wanted to ensure they had sufficient life assurance in place to provide for the family should the worst happen. More details…

Dentist – Case Study Four (Inheritance Tax)

This couple were just about to retire and had achieved financial independence. With an estate value of £1.5m their main priority now was to organise their affairs so that their beneficiaries would not be paying more inheritance tax than absolutely necessary. More details…

Doctor – Case Study Five (Professional Financial Planning)

David, a General Medical Practitioner, is aged 60 and was feeling uneasy with the advice he was currently receiving from his financial adviser, particularly as the ‘solution’ to most of his queries was to buy yet another policy or investment plan. He approached us to see if there was a better way to plan his future. More details…