Client stories
- Home
- Client stories
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.
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.
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.
