Case Studies

Using Financial Planning to change your life
Financial Planning helps you plot a clear path to achieving your financial goals. That’s just what I did for this client who was worried about his financial future.
Dealing with the financial fallout from a divorce
This case study shows how I helped one of my clients reach a financial settlement with he ex-husband and then secure her financial future.
A pension isn’t just for retirement
I explain how one of my clients used the new Pension Freedom rules to make important changes to their home, without jeopardising their retirement.