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Investments & Savings
298 case studies
298 case studies

Investments & Savings

Investing your money provides a greater opportunity to increase your money than a traditional savings account.

Individual looking for investment advice for £450,000 08/11/2023
Individual looking to invest £40,000 for capital growth 08/11/2023
Individual looking for pension review and investment advice 08/11/2023
Individual looking for investment advice 08/11/2023
Individual looking for investment advice and to set up a personal pension 07/11/2023
Individual looking for investment advice 07/11/2023
Couple looking at investment options for £100,000 07/11/2023
Individual looking for investment advice for £250,000 savings 07/11/2023
Individual looking to invest £100,000 07/11/2023
Individual looking for investment advice for £135,000 portfolio 07/11/2023
Individual with £45,000 looking for investment advice 06/11/2023
Couple looking for full financial review 06/11/2023
Individual looking for investment advice 03/11/2023
Individual looking to invest £95,000 03/11/2023
Individual looking for investment advice and pension review 03/11/2023
Individual looking for investment advice 03/11/2023
Individual looking for investment advice 02/11/2023
Individual looking for investment advice 02/11/2023
High net worth couple looking for financial review 02/11/2023
Individual looking to set up pension with £40,000 lump sum 02/11/2023
Couple with £1m in pensions and £500,000 in investments looking for full financial review 02/11/2023
Individual looking for investment advice 02/11/2023
Individual looking to invest £100,000 02/11/2023
Individual looking to invest £80,000 02/11/2023
Individual looking to invest £50,000 for income and growth 02/11/2023

Pensions & Retirement
237 case studies
237 case studies

Pensions & Retirement

An experienced financial advisor can either set up a new pension plan or go through your existing plan with a fine-tooth comb.

Individual looking to access pension pot 08/11/2023
Couple earning £140,000 pa looking for financial planning advice and to consolidate pensions 08/11/2023
Individual looking for pension advice 08/11/2023
Individual looking to access his pension pot 08/11/2023
Individual looking for pension review 07/11/2023
Individual looking for advice on court awarded pension pot 07/11/2023
Individual looking to review and access his pension 07/11/2023
Individual looking for pension review 07/11/2023
Individual looking for pension advice for pot worth £190,000 07/11/2023
Individual is looking for advice on his personal pension, valued at £180,000. 07/11/2023
Individual with a personal pension valued at £240,000. He would like advice regarding the suitability of the provider and the funds he's invested in. 07/11/2023
Individual who wants advice on his old works Fidelity pension valued at £55,000. 06/11/2023
Individual looking for advice on 3 frozen pensions with a combined value is £140,000. 06/11/2023
Individual looking for pension review 06/11/2023
Individual looking for new financial advisor to review his pensions 06/11/2023
Individual with £220,000 in various pension pots wants a review and to possibly consolidate 06/11/2023
Individual looking to consolidate pensions 06/11/2023
Couple looking to consolidate their pensions and to look at options for taking their pensions 06/11/2023
Individual looking to consolidate pensions 06/11/2023
Individual looking to withdraw £180,000 from SIPP 06/11/2023
Individual has a sipp with a value of £250,000. He's unhappy with the current performance and would also like to take 25% tax free when he turns 55 later in the year. 03/11/2023
Individual looking to set up pension 03/11/2023
Individual looking to transfer pension and get advice on accessing his funds 03/11/2023
03/11/2023
Individual looking to access £78,000 pension pot 02/11/2023

Final Salary Pension Schemes
12 case studies
12 case studies

Financial Planning
26 case studies
26 case studies

Financial Planning

Financial planners work with their clients on an everyday basis to evaluate your current situation and future saving goals, and plan accordingly.

Individual looking for financial planning advice 08/11/2023
Couple with £100,000 savings looking for full financial review 08/11/2023
Individual looking for financial planning advice 07/11/2023
Individual looking for financial planning advice 07/11/2023
Individual looking to consolidate pensions and get investment advice 06/11/2023
Couple looking for financial planning advice 03/11/2023
Couple looking for financial planning advice 03/11/2023
Individual looking for financial planning advice 02/11/2023
Individual looking for investment advice 02/11/2023
Individual looking to set up trust fund for children 02/11/2023
Individual looking for a full financial review 02/11/2023
Financial Planning John was nearing his retirement and wanted to know if he could spend less time working and more time pursuing his passions in life. Having never engaged with a financial a 21/09/2023
Individual with £460,000 looking for financial planning advice 05/09/2023
Individual due to receive £500,000 looking for financial planning advice 05/09/2023
Individual looking for financial planning advice 05/09/2023
Individual looking for financial planning advice 05/09/2023
Individual looking for financial planning advice 05/09/2023
Couple looking for financial planning advice 05/09/2023
Individual has 2 frozen pensions £59,000, one with Scottish Widows and wants to know options available 16/04/2023
Company director of company with turnover of £17 million looking for a full financial review 16/04/2023
Individual looking for a financial review 16/04/2023
Company looking for financial advisor to assist their employees with personal financial advice 16/01/2023
Individual with £5m across properties, investments and pensions looking for financial planning advice 11/01/2023
Couple looking for pension and financial planning advice 19/12/2022
New business owner looking for advice in multiple areas 15/12/2022

Inheritance Tax Planning
35 case studies
35 case studies

Inheritance Tax Planning

A financial advisor can help you to avoid passing on a large inheritance tax bill when you come to pass on your assets.

Couple looking for inheritance tax planning advice 08/11/2023
Individual looking for inheritance tax planning advice 07/11/2023
Individual looking for inheritance tax planning advice 06/11/2023
Individual with £1.5m estate looking for inheritance tax planning advice 02/11/2023
Case Background: The Smith family consists of John and Mary Smith, both in their late 60s, and their two adult children, Sarah and David. The family resides in a sizable estate, including 19/09/2023
Individual is concerned about any possible future IHT issues for his children and what provisions he can make to reduce any possible liability 17/07/2023
Individual is looking for IHT planning advice as he is preparing his will 17/07/2023
Individual real estate is valued at £400,000 and wants to ensure that his assets are protected and on to his children in the future 17/07/2023
Individual needs a IHT planning advice to help with his £1,380,000 worth of real estate 14/07/2023
Couple are looking for inheritance tax planning advice estate value is £1.6-£1.7 million 31/05/2023
Age 67 & wife is 64 looking for IHT planning advice 31/05/2023
Individual with an estate of £1.6 million including a property in France seeking IHT planning advice 31/05/2023
Individual looking for inheritance tax advice 31/05/2023
Individual with £3 million estate wanting iHT advice 16/04/2023
The set up of a family investment company / trust with £900,000 in assets 15/04/2023
Inheritance tax planning & mitigation 28/02/2023
Inheritance Tax planning for £1M estate 16/01/2023
Inheritance tax planning for £2.5M estate 13/01/2023
Inheritance Tax planning £4.7M estate 13/01/2023
Inheritance Tax planning for £1M estate 11/01/2023
Inheritance Tax planning for £2.4 million estate 11/01/2023
Inheritance Tax planning for £1M estate 19/12/2022
Inheritance tax planning £1.2M estate and retirement planning 15/12/2022
Inheritance tax planning for £800,000 estate 15/12/2022
Power of Attorney Inheritance Tax Planning case 14/12/2022

Insurance & Protection
5 case studies
5 case studies

Mortgage & Remortgage
10 case studies
10 case studies

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