Case Studies

Mr & Mrs Client were in their mid-fifties when we contacted them. Their manufacturing business had been good to them over the years but now they were seriously contemplating retirement BUT could they...

"Don't talk to me about Pensions I hate them" That's a nice way to be greeted as we walked into a potential clients office. This Business Owner had been refrred to us by an existing client of ours. We...

We were approached by the 62 year old friend of one of our long standing clients. He asked for our help in sorting out his Pension – in particular the mass of paperwork he had recently received from...

Our client Alan was 48 years old when we were first introduced to him by his Accountant. He was the major shareholder of a successful engineering firm which he had run for over 15 years & earned a...

Tom, Dick & Harry are the shareholders & directors of an IT Company. Our Research & Marketing Department identified them as potential clients as they matched the profile of our existing clients as...


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