your friends in finance

Case Study: Peter & Sarah – Dealing with the Loss of a Loved One

October 30th, 2012 Posted in: Bereavement Probate

Peter & Sarah Peter and Sarah were long standing clients of mine. Sarah always took care of the finances and Peter was happy with this arrangement. Over the years Peter and Sarah had accumulated a large sum of wealth. The monies they had were distributed between 30 different policies and providers, totalling approximately £400k. Sadly […]

Case Study: Tom & Janet – The Importance of Critical Illness Cover

October 30th, 2012 Posted in: Critical Illness

Tom and Janet Tom & Janet were clients of mine for many years. I helped them with their savings, investments and retirement planning. I saw their children grow up and have children. Tom & Janet were both looking forward to retiring at 55. All the plans we made were put in place so that they […]