Case studies

Divorce is a really difficult time. I needed to find an adviser I could trust to help me sort out my financial situation. I was looking for the support of an expert to provide a solution that would be accepted by the courts and could be easily implemented. Pensions formed a large part of the...

I’m a sophisticated investor, yet despite my best intentions I could never find the time to review my pensions on a regular basis. My four policies were with different providers and had limited fund choice. I was looking for a cohesive strategy that with exposure to a broad range of investments, that was actively managed...

I’d always been interested in investments, although I was looking for a solution that would enable me to diversify my portfolio and take advantage of specific opportunities – without ‘betting the farm’. I wanted to provide input on specific asset classes, although knowing life can often get too busy, I needed to trust my portfolio...

We had recently retired and wanted to enjoy a comfortable lifestyle without the fear of ever running out of money. We also wanted to quantify and mitigate the financial risks, should anything happen to one of us. We were looking for a solution that would ensure we remained financially secure and were adequately protected Having...

My pensions and investments were scattered all over the place — literally a big box of letters, files and statements. I didn’t know where I stood, how my investments were performing or even what I was paying in fees. I realised that unless I took control of my finances, my goal of retiring early and...

After 30 years building a career and commuting to and from London, I wanted to take stock of my financial affairs. I was looking for a plan that would give me more career flexibility and choice in my 50s and at retirement. I wanted to better understand: How much is enough? Is phased retirement a...