Case Studies.

“After 30 years building my career, commuting to the City and travelling a great deal on business, I’d managed to accumulate an assortment of pensions, policies and investments scattered all over the place.”

“As a Managing Director in a large city based investment bank, at the age of 38 I felt fairly pleased with the progress I had made. The salary and bonuses have been very healthy over the years, and meant that my wife Sarah can stay at home to look after our two young children, who go to a nearby private school.”

“As well as having three grown children, numerous grandchildren and friends all around the world, we decided to spend the winter months at our second home in Florida. It’s fair to say our retirement is fairly hectic!”