We work with clients across a wide range of circumstances and situations. These case studies give you a more detailed understanding of how we plan and manage a variety of financial reviews, strategies, and activities.

Company Director

Company owners can take advantage of the varying tax regimes for companies and individuals, often being remunerated with a small salary and then drawing high dividends. However if you are a higher rate tax payer, from April 2017 this structure will have a dramatic effect on your finances when new tax rules on dividends come into force. Are you prepared ?

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At Retirement

We typically spend two-thirds of our life working. Yet when we come to retire it can often be a daunting prospect, with potentially dramatic changes in lifestyle and financial circumstances. See how we worked with one client as they approached retirement, helping them to achieve clarity and financial security.

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Releasing Capital

With escalating house prices in the UK, especially in the South East, many people now find that most of their wealth is in the value of their family home. Most companies no longer offer guaranteed, defined benefit pension arrangements, so many homeowners are also concerned that they don't have sufficient pension funding to support their retirement.

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Later Life

We are all living longer, thanks to medical advances and increased standards of living. It's estimated that someone turning 65 today has almost a 70% chance of needing some form of care. Care costs can be incredibly expensive, and trying to arrange and fund care arrangements for a family member usually needs to be done at a very sensitive and emotional time.

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Call us on 01483 802010 to discuss your individual requirements

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We look forward to hearing from you and being your financial partner.

01483 802010
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The Estate Yard
East Shalford Lane
Guildford
Surrey
GU4 8AE