Case Studies

The following case studies are examples of how we work with our clients and they are not intended as financial advice or solutions are specific to individual client’s circumstances. You should always seek financial advice before making any financial decisions.


Typically these are clients aged 20+ who are looking to save tax-efficiently for their future. You may need guidance on which products to invest in to maximise tax efficiency and which funds to invest in. You want to maximise return for the level of risk that’s right for you and may want to protect your family…….read our case study


Clients who have built up a pension pot and/or other assets, and are planning when to retire. You may need advice on reducing the impact of market volatility on your investments and also want to get your savings under control by consolidating into one place with a bespoke investment strategy…….read our case study


You are already retired or are just about to and may need advice on how much income you need at different stages during retirement, and how to invest your assets to maximise tax efficiency and minimise risk to capital as wealth preservation becomes more important.


You may be thinking about how to pass on your wealth tax efficiently, and considering potential long term care costs and ways to minimise inheritance tax…… our case study


You are the owner or director of a company and you wish to ensure that your company is fully protected in the worst case scenarios…… our case study

Just a quick message to say a huge 'Thank You' for taking the time to 'conference call' us today to reassure us & give us all that information & guidance regarding Rob's American Optical Pension Plan. We are happy now, that we are making the right decision to take the benefit as a monthly income for life.

You always explain things in such a way that makes it all makes sense.

- Christine & Rob, Private Clients