Recently Divorced

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

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Pre-retirement

Arthur and Mary approached us for retirement advice. They’d accumulated a number of pensions and were thinking of selling their business but had a business loan that still had five … 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

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 Workplace pension. They had an … Continue reading “Business Owner”

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Recently Widowed

After the sad death of her husband Ian, June inherited a number of funds and individual shares, as well as a number of fixed rate deposit accounts, some of which … Continue reading “Recently Widowed”

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Approaching Retirement

Married with two children and several grandchildren, John and Elizabeth wanted to spend more time with their family but weren’t sure whether then 62-year-old John could afford to retire early … Continue reading “Approaching Retirement”

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