Case Studies

Financial services can be full of jargon that is difficult to relate to; our case studies describe people in particular situations and how we’ve been able to help. Perhaps you can identify with one of these scenarios.

All of these case studies have a product associated with them somewhere but the key driver is knowing what the client is looking to achieve – the product follows after the goal is defined.

^*To respect client confidentiality, names have been changed.

IT Partnership – Shareholder Protection
Having originally met at university, Adam, Maheep and Simon started their partnership when they were in their early 30’s. The three partners have different personal...
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Martin & Carole – Investing an Inheritance
Carole’s mother passed away nine months ago, and Carole recently received her share of the Estate. With retirement looming, ideally Carole and Martin...
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Nigel and Penny – Retirement Planning
Nigel works as a Chartered Surveyor and has accumulated a number of pensions from previous employers. He recently sold his business but...
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Steve and Cathy – Investment Property
Steve and Cathy have three children. In addition to their family home, the couple have four flats which they rent out; all have outstanding mortgages...
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Alan and Jean – Equity Release
Alan and Jean were keen to retire, but their mortgage still had to be repaid and their pension income was not sufficient to cover their requirements...
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Nicholson’s – Auto Enrolment
Nick is the Managing Director of a company, Nicholson's, that employs a mixture of permanent and contract staff, typically about 45 people...
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Katie – Income Protection
32-year-old Katie had seen her income increase considerably in recent years and was concerned about the risk of becoming ill and losing her income...
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Mike and Debbie – Protecting their Family
With Mike now a stay-at-home dad for their two kids, Mike and Debbie's life insurance coverage changed and needed a review...
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