Succession Planning
Life after divorce

Julie was in the process of divorce. Despite being a successful business owner, she was uncertain whether she was financially secure enough to retire successfully in a few years’ time.

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Retirement planning

Andrew and Sarah were in their mid-50s when Sarah was diagnosed with Parkinson’s disease. The couple wanted to retire soon and came to us to create a financial plan that would allow them to spend more time making memories.

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Succession planning

John is in his mid-50s and runs a successful engineering business. He was beginning to consider the possibility of retirement, so got in touch to discuss his pension and succession planning.

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Business coaching

Mike was the Managing Director of a manufacturing business. His high-pressure role had left him stressed, and the business was failing as a result. Mike engaged Huw as a coach to help him improve the situation.

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