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1st October 2020

Mark & Lindsay Case Study – Part 2, The Solution

It was clear to us from Mark and Lindsay’s Money Wheel that improvement in one or two areas would have a significant impact on their financial life. We started by working with them to create a vision of their ideal life (now and in retirement) . This helped

It was clear to us from Mark and Lindsay’s Money Wheel that improvement in one or two areas would have a significant impact on their financial life. We started by working with them to create a vision of their ideal life (now and in retirement) . This helped

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1st October 2020

Mark and Lindsay Case Study – Part 1, The Problem

Mark (57) and Lindsay (55) came to see us in the spring of 2018. They had always done their own financial research but as they’d got older they had become overwhelmed and bewildered with the amount of information available. The result was analysis paralysis. They wanted to regain

Mark (57) and Lindsay (55) came to see us in the spring of 2018. They had always done their own financial research but as they’d got older they had become overwhelmed and bewildered with the amount of information available. The result was analysis paralysis. They wanted to regain

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1st July 2020

Why we Created After I’ve Gone

We were contacted by David’s only child a week after his funeral. He used to be close to Sarah but in the last few years he had become less open about his finances. Now he was gone and she was his executor. There was a mountain of paperwork. Sarah had

We were contacted by David’s only child a week after his funeral. He used to be close to Sarah but in the last few years he had become less open about his finances. Now he was gone and she was his executor. There was a mountain of paperwork. Sarah had

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17th May 2018

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.

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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17th May 2018

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.

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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17th May 2018

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.

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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17th May 2018

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.

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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