Case Studies

Following her divorce, Sarah worked with us to build a clear, structured financial plan. We helped her set up a new pension and investment for long-term growth, giving her confidence, clarity, and financial peace of mind.

Jas (age 61) was the second largest Shareholder in a successful business with 20 employees, before selling his shares to retire with his wife Ravinder, who was a year younger.

Hilary and her husband had agreed to an amical separation. They were both Shareholders of a successful business, however, Hilary’s role was less integral, and her shares would be bought from her as part of their Divorce agreement.

Jane and Karl run a successful, second generation family business. They were looking ahead towards their own retirement (perhaps in 6-7 years’ time), are keen to ensure the business continues and have plans for younger family members to eventually take over the running of the company.

Anton had run a successful manufacturing business, before selling up to retire with his wife Mia. They had made substantial gifts to their children and felt that the remaining proceeds of around £1million should be used to fund a long retirement for themselves.