Client stories
Everyone’s financial circumstances, needs and goals are different. We know that there is no “one-size-fits-all” solution.
We’ve put together some client stories, including real quotes from real clients, to illustrate the holistic approach we take to financial planning.
Louise - Family financial planning
A client since 2006 - Derby
Louise had a significant Inheritance Tax liability. We helped her to set up trusts, protect her wealth and see her family enjoy her wealth in her lifetime.
Tim - Charitable trust investments
A client since 2016 - Matlock
Tim is a charity trustee; the trust was uncertain on how to proceed with their investments. We helped them to create a diversified portfolio that met the income needs of all charities.
John and Tara - Retirement planning
Clients since 2007 - Bakewell
John and Tara were looking for a holistic financial plan for retirement. We helped them to draw their pensions, reduce their Inheritance Tax liability and build a bespoke investment portfolio.
Jo - Financial planning through bereavement
A client since 2006 - Ashbourne
Jo was an existing client when her husband passed away. We helped her to concentrate on the things she needed to by taking care of the complex financial elements
Andrew - Business investments
A client since 2014 - Manchester
Andrew’s company investments were not performing well and were being poorly managed. We worked closely with Andrew to create a diversified, bespoke and goal-focused portfolio.
