Client stories
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Client stories
How we've helped some of our clients
Clients might contact us about one particular need, or for full holistic financial planning. Here you can find some examples of the solutions we’ve put in place for some of our clients.
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.
Let's work together
If you feel we may be able to help you, then please get in touch for a coffee and a chat. Remember that the first meeting is at our expense.