We have included three case studies which illustrate how we approached particular financial problems that clients faced and how we developed a strategy which clarified their current position and met their future expectations.
These studies bear witness to the basic principles which apply to every case we take on:
• To seek an exact understanding of a client’s financial status at the outset
• To set realistic short-, medium- and long-term goals with no element of undue risk
• To review the case at regular intervals to ensure that these goals are achieved.
More information on how we work can be reached here
The Accumulation Phase
Mike and Jo run a
children are at a
secondary school in
Inheritance Tax Planning
Brian and Veronica,
both aged 65 and
contacted us for
advice and to discuss
The Spending Phase
Charles and Fiona
when they were
within two years of
had built up
savings during ...
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