
Business sale – Judy
Judy was a business owner and had recently affected a planned sale of her company. Having been focused on the business for so long, her key concern was understanding the transition into retirement; both in terms of her time and resources.
Read more
Divorce settlement – Neema
Following a long and protracted divorce, our client Neema was concerned about her future financial security and regaining her sense of self. She was seeking peace of mind and the confidence to restructure her lifestyle.
Read more
Independence in later life – Tony and Liz
Tony and Liz were existing clients in their early 70s. After experiencing a deterioration in their health and mobility, they wanted to ensure that they could retain their independence, dignity and financial security.
Read more
Unexpected bereavement – Robert
Following the unexpected passing of his partner, our client Robert needed time to grieve before revaluating his plans and goals. We helped Robert handle administrative work and later evaluate his financial planning and future goals.
Read more
Personal injury settlement – Helen
Helen had received a significant financial settlement following medical negligence that had left her unable to work. It was, naturally, a time of stress and confusion. Whilst the settlement provided financial security, it also presented specific financial challenges.
Read more
Making work optional – Maya
Maya enjoyed her job, but it was highly stressful at times. With highly transferable skills and a desire to give something back to society, we challenged Maya to consider a timeframe for when she would like to step back from her current position.
Read more
Family financial security – Sanjay and Asha
Following the birth of their first child, Sanjay and Asha were concerned about their financial security. Although they each received some employee benefits, their knowledge of the details was limited, and they were unsure how best to plan for all eventualities.
Read more
Inheritance Tax mitigation – Andrew and Christine
Andrew and Christine were beginning to plan their future and what would happen to their wealth when they passed away. They were particularly worried about how much of their estate would go to the Exchequer on their deaths, rather than their preferred beneficiaries.
Read more