Stories

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At retirement – Stuart and Mary

Their goals were to…

  • Understand the value of their pensions, savings and investments
  • Get clarity on their retirement provision
  • Have time for themselves after many years spent caring for elderly parents
Read more about how we helped
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Planning for retirement – Dave and Sarah

Their goals were to…

  • Plan for their family’s future
  • Organise their finances and understand their pension, protection and investment policies better
  • Undertake a home renovation without having to borrow
Read more about how we helped
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Small business owners – Simon and Ollie

Their goals were to…

  • Learn more about how to financially manage their business profits
  • Protect the business should anything happen to one of them
  • Create a long-term plan for the future of the business and their personal lives
Read more about how we helped

Investments Carry Risk

The value of your investment (and any income from them) can go down as well as up and you may not get back the full amount you invested.