With Sarah suffering from a chronic illness and Jack commuting to his senior role in London every day, they needed to find a financial solution which would allow Jack to care for Sarah and not worry about money for the future.
Joy & Phil had invested in the buy-to-let property market but they needed our help to unpick their investments to get the most from them now and for their family in the future.
In their sixties, Simon and Sue weren’t ready to stop working just yet but they wanted to plan their retirement in an ethically invested way whilst maintaining their lifestyle.
Having run her own successful business for years, Georgina needed to consider the future so we helped her to simplify her pensions and investments and make them work harder for her.
Paul was paying into a pension scheme but unbeknown to him, his contributions were going to make him liable for tax penalties so we helped Paul plan for his retirement in a better and more efficient way.