Recently Divorced

Client Profile Helen received a divorce settlement which included a pension sharing order and a lump sum payment. Previously her husband had managed the finances for both of them and … Continue reading “Recently Divorced”

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Pre-retirement

Client Profile Arthur and Mary approached us for retirement advice. They had accumulated a number of pensions and were thinking of selling their business. They had a business loan that … Continue reading “Pre-retirement”

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Trustee Investments

Client Profile We were approached by a local firm of Solicitors who were acting as joint Trustees for a Will Trust which left a considerable sum in Trust for the … Continue reading “Trustee Investments”

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Business Owner

Client ProfileĀ  Graham and Tracy were successful joint shareholders at a business based in Telford. They were referred to us for advice relating to setting up a Work Place pension. … Continue reading “Business Owner”

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Recently Widowed

Client Profile June was introduced to me after the death of her husband Ian. She had inherited a number of funds and individual shares which Ian had bought over the … Continue reading “Recently Widowed”

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Approaching Retirement

Client Profile John and Elizabeth are married with two children and several grandchildren. John is 62 years old and would like to spend more time with his family but is … Continue reading “Approaching Retirement”

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