Retiring now – James and Lucy, Newbury

James and Lucy had accumulated a number of pensions and investments throughout their working lives. Whilst they felt ready to retire, they were unsure whether they had enough and were keen to establish what they could expect in terms of income.

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Planning to retire – Derek and Sue, Theale

Derek and Sue were in their late 50s and were hoping to retire sooner rather than later. They had dreams of travelling extensively, but understood that they had to get a plan in place to securely and successfully manage their income in retirement.

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Receiving an inheritance – Richard and Carol, Woodley

Richard and Carol were in their 50s when they received the unexpected news that an uncle had left them a significant inheritance. They were looking for a Financial Planner that they could trust to create a strategic financial plan that would help them put the inheritance to purposeful use.

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Selling a business – John and Robert, Maidenhead

John and Robert ran a father and son business that John had started 30 years ago. After years of success, an American company had made an offer to buy the business that was too good to refuse; they needed guidance to ensure they were making the right decisions.

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Investing wisely – Mike and Linda, Newbury

Mike and Linda were diligent savers, spending a lot of time ‘chasing rates’ to get the most out of their savings. They were looking for reassurance that their money wouldn’t run out and that there would be enough left over for their loved ones to enjoy.

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Life beyond divorce – Helen, Reading

Helen and her husband were in the process of divorcing. They came to us for help in dividing their finance and, additionally, Helen wanted to stop working. We established how the pension fund she received during the divorce could help her fund her desired retirement lifestyle.

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Coping with bereavement – Karen, Reading

Karen’s husband Dave passed away suddenly when the couple were in their mid-40s. With no experience or desire to manage their finances alone, Karen sought help to secure her family’s financial stability.

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Defined Benefit pension transfer – Jonathan, Reading

After being diagnosed with a serious illness, Jonathan had begun to consider the legacy that he could leave to his three sons. He had recently discovered an old Defined Benefit pension scheme that was more valuable than anticipated and, as a result, decided it was time to seek financial advice.

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