Client Case study: Bill

Client Case study: Ian

Ian approached us having spent years self-advising.

He already knew he was financially secure for life but was concerned that he wasn’t getting the best value for his money. He had accounts and holdings all over the place, there was little coherence, everything had made sense at the time.

We sat with Ian and Mandy and discussed what was important to them, how they wanted to enjoy their later years etc. We agreed they already had more money than they would ever spend. What we were able to show them was how it could be put to much better use from tax, cost and risk perspectives. We were able to clearly demonstrate that they could be at least 2-3% pa better off working with us compared to continuing to self-advise.

That annual gain to them covers our fees at least twice. We now look after all their financial planning; they no longer have the stress and bother of having to do it themselves and both have stopped working and become deeply involved in different community and charity projects.

Client Case study: Tessa

Tessa and her son came to visit us shortly after the sudden death of Tessa’s husband.

He had taken care of all aspects of their financial lives, but now Tessa had to manage it alone. She was nervous and hesitant.

Her son, who works in fund management, accompanied his mother. They were speaking to several local advisers. They knew what they were looking for in terms of Tessa feeling comfortable and at ease with her planner, they were looking for a lifetime engagement. After 18 months of conversations, they chose us.

Tessa is now enjoying life; she has no money concerns and we have helped her step by step become confident with and around money. Her attitude towards and perspective of life have been transformed.