CASE STUDIES Case Study Retirement Options The client contacted us for advice on his options on how to convert his existing pension funds into a retirement income. The existing providers were contacted for full policy details including confirmation of any...
CASE STUDIES Case Study Pension Consolidation The client had 5 pension funds within personal pensions and an occupational money purchase scheme with his former employer. The combined funds were valued at £400,000 and invested with a range of funds available within...
CASE STUDIES Case Study Review of existing life cover The client contacted us to discuss his pension options. When providing advice we always seek to obtain as much information as possible on a client’s circumstances and existing arrangements. As part of this ‘fact...
CASE STUDIES Case Study SIPP Property Purchase We were approached by the owner of a printing business that were renting their business premises and were looking to expand. The owner was aware of the ability to purchase commercial property through a Self-Invested...
