Case Studies

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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The deadline for February’s claims is 15 March 2021, so please submit claims to jrs@armstrongwatson.co.uk.