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Case Studies
Read how we helped clients with specific issues.

Featured Case Study

How moving to a QROPS saved £330,000

Mrs Jones, a 68 year old widow, had lived and been resident for tax purposes in Spain for the previous 13 years. She was currently in Drawdown within a SIPP with a value of £600,000. As the income she withdrew from her SIPP was paid to her gross, she choose to declare this income in Spain,...


Investments Case Study

Investment Case Study Investment Case Study

What is a good investment?

Many clients can relate to the experience of Sarah when they read our investment case study. For...

Financial Advice Case Study

Financial Advice Financial Advice

We all make plans for the future.

Financial Planning is thinking about the future and making plans for what we would like to happen. ...

Savings Case Study


Are you paying or receiving interest?

One of the things that savers often overlook is the fact that they may be paying interest to someone...