Our Clients

Clients & case studies

We have a small number of clients but they are from a range of very different backgrounds so there is no typical client.

We do find there are some typical circumstances and situations that make potential clients contact us, for example:

At or nearing retirement

As you reach or near retirement this natural life change, as well as deciding what to do with their greater free time there are natural financial questions -

Have I got enough money?
Will it last?
What pension income option do I take?

Case study Retirement

Business sale

Many clients are owners of businesses and the sale of their business is a major life changing event. Changing from an environment where you are earning your own income to one where your income will be totally derived from investing the sale proceeds can be very challenging and have plenty of experience in helping in this area.

Case Study Business sale

Inheritance

Receiving an inheritance can be a bitter sweet experience as this new source of wealth comes via the death of a loved one. Deciding how best to use the funds to change your life positively and invest it sensibly and tax efficiently are areas we are please to help with.

Executives & Professionals

"Delegation is the art of good management" - some of our clients are highly experienced executives or professionals who could potentially do their own financial planning. They have however realised that they are far to busy and should focus on other more profitable and enjoyable areas. So they are happy to delegate some of their planning to us and to have us to work alongside them.

Case Study Executives