Client Stories

Entrepreneurs seeking an exit

 

Jack and Annie had worked for over 20 years to build their business in the oil and gas sector and felt at the age of 55 that they’d taken the business as far as they could.

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Selling their business – what next?

 

Isobel and James had built their business from the ground up and work had very much dominated both of their lives.

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To transfer or not to transfer

 

Tom set about looking at what his pension could do for him and his family and if transferring would be the right thing to do.

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Looking forward to life after work?

 

Martin had enjoyed rising to the top in his profession, but with his workload increasing dramatically after his firm’s takeover, he was finding that he no longer enjoyed the job as much as he used to.

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Taking care of the next generation

 

Mike and Lauren wanted to know how much they could support their children financially.

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Transfer from an expensive adviser

 

John was a highly paid professional working in the City with a demanding work and family life and little time to focus on his financial planning.

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