The following case studies demonstrate the ways in which our financial planning services have helped clients who were facing very different financial issues:

Ian, who was married with a young son, and ran a haulage company in Carmarthenshire. His net worth was in excess of 2 million pounds, the majority of which was comprised of land adjoining his work premises.
Read Ian's case study


Mike, who was in his mid-60s and planning to retire from the manufacturing business that he set up with his son, James, in about 5 years' time.
Read Mike's case study


Jeremy and Lynne, who were in their 40s and, though both had well-paid jobs, they were concerned that they were not contributing enough to the various investments and pensions that they had accumulated over the years.
Jeremy and Lynne's case study


Mary and Derek, who lived comfortably in retirement, but were concerned about the impact that Inheritance Tax would have in reducing the value of
their estate.
Read Mary and Derek's case study