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Client stories

We’re passionate about changing people’s lives through strategic financial planning. In fact, we have a track record of doing so.

Read some case studies, based on real-life stories, below:

Business owner – Michael

Michael is a major shareholder in a busy engineering firm. He came to us because he was increasingly finding running the business stressful. Michael was actively looking for a future exit strategy or opportunity to take a back seat in the business.

Wide Angle View Of Busy Design Office With Workers At Desks

Company Director – Catherine

Catherine is a managing director and sits on the board of a large independent private company. Her main goal has always been to get to a position in which she can choose to retire, safe in the knowledge that her family is protected should anything ever go wrong.

Businessmen discussing together in meeting room

Senior executive – James

James contacted us after participating in a pension surgery presentation that we conducted at his workplace. He had largely made his own investment decisions before seeking our advice, and his main objective was to achieve financial independence in the years ahead.