CASE STUDIES

By working with us, you can tackle the world with confidence and achieve your dreams knowing your financial home base is protected.

Our clients usually have one or more of three broad roles: professionals and their families, business owner, CEO/senior manager. Whichever role you are, our range of integrated, innovative financial solutions helps you achieve financial resilience

KAREN AND RICHARD

KAREN AND RICHARD

Karen and Richard are typical of many people. Aged in their 50s, they have risen to senior roles and are professionally successful.

ROB AND MARY

ROB AND MARY

we uncovered something really important: for Mary, in particular, her inheritance was a bittersweet moment.

Peter offered us the chance to have an initial no-obligation meeting, which we took up. He spent much of that meeting really delving down into our values, relationships, who and what was important to us, but mainly what we wanted to achieve with our money.

Rob and Mary

Rob and Mary