Patrick & Elisabeth’s estate planning

Through effective use of Trusts, we helped saved £140,000 from their Inheritance Tax bill, plus ongoing savings of £16,000 per year.

James’ pension contributions

James is self employed, and keen to make use of his pension contribution allowances. He needed help from a Pension Adviser in Swindon.

Lisa’s Financial Planning

Lisa originally got in touch for mortgage advice, but after that was sorted out, she also asked for our help with retirement planning and life insurances too.

Julie’s Pension Sharing Order

Julie needed a pension adviser in Swindon, to help her understand what her options were regarding the pensions she was now entitled to.

Chris & Stella – Investing for Income

Chris was in the process of receiving an inheritance, and wanted to use it to generate additional income, without eating into the capital over time.

Debbie’s Final Salary Pension

Debbie wanted to make sure that her children could benefit from her pension on death, which isn’t typically the case for this type of pension.

Jo & Paul’s Financial Protection

Jo & Paul were keen to put some insurances in place, so that they had peace of mind that their bills were covered should the worst happen.

Richard’s Retirement Planning

Richard had recently left his job, and after spending a short while not working, he wanted to understand if he could retire now.