Case Studies

Case Study: Trustees

Couple in their mid 50’s involved in a motorcycle accident. Mrs suffered head and brain injuries. Mrs qualified for £1.3m compensation awarded under Trust. Appointed Trustees were Mr and a local Solicitor

Challenges:

  • Mr had to give up work to care for his wife
  • Clients needed to generate £30,000 per annum net income and ensure long term sustainability of the income.
  • Clients wanted to ensure capital could still grow in the future.
  • Mr had no investment experience

What we did:

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Case Study: Retirement Planning

Married couple both age 65 retiring now, two financially independent children and five grandchildren. Both client and partner in reasonable health although Mr had high blood pressure and angina. Looking to generate appropriate level of retirement income. 

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Case Study: The Business Owner

 

Mr & Mrs owner aged 66 and 64. Own and run large retail business with their children and their children’s partners.

 

Challenges:

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Case Study: The Young Accumulator

 

Mr “YA” aged 35, married and running a tenanted Farm. Also trying to manage his elderly parents investments and financial affairs whilst at the same time running his own business and trying to generate wealth for himself and his wife.

 

Challenges:

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