Case Studies...Business Owner needs pension advice
He wanted help to review his existing pension arrangements, if possible to amalgamate the pension schemes for ease of understanding and administration, to be able to use his pension fund to help finance his new company and he wanted to understand the advantages of making pension contributions in the futureDivorcee needs income without retiring
Divorcee wants access to £25,000 a year for two years until the benefits of the final salary scheme and the state pension are received. She does not believe in annuities. She wants to preserve her pension fund for her children.If her work situation changed she needed to have access to incomeRetired widow needs help with investment and paperwork
Retired widow was struggling with her tax return. She also was confused by the paperwork that was regular sent from lots of investment companies. She wanted to make sure her grandchildren has schools fees if she died. She was nervous that (like one of friends) she may be unable to manage her affairs in future.Solicitors and financial planners working together
A typical family business where two brothers run and own the shares of the family business, both are married and concerned about what happens to the business and their shares if one of them dies prematurely, they also want to ensure their spouses are protected.