Why did Charles need our advice? Charles approached us as he was keen to review his financial affairs. In his late 70s he wanted to ‘put things in order’ so…
Client stories
Careful planning to save Inheritance Tax and leave a larger legacy
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Careful planning prevents financial catastrophe after career-ending injury
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Why did Paul need our advice? In his early 30s, Paul was still playing football at a high level when disaster struck, and serious injury brought a premature end to…
Making dreams of early retirement a reality
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Why did Linda need our advice? Linda was recommended to us by a friend many years ago. At one of our annual reviews she asked whether it would be possible…