Case Studies

What is financial planning? How much do I need to retire? How much pension do I need?
What does a financial adviser or a financial planner do? These case studies show how we
have helped some of our clients and can help you answer these questions.

Establishing when retirement is achievable

Jonathan was in his mid-50s when he contacted us, having been referred by a friend who is an existing client. Jonathan works for a large

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Making a difference

Laura and Craig made initial contact with us in early 2018, after being referred by long-standing friends who were already clients. They had recently retired,

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Making the complex simple

Lori was in her mid-40’s when she contacted us in 2017. Lori works for a global financial services company based in Edinburgh as a project

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An unexpected change in circumstances

Robert had worked for over 15 years for a technology firm as an IT engineer. In 2008 an overseas company purchased the firm. At the

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Advising four generations

James and Wendy founded a successful business in the Central Belt over 50 years ago. Two of their children, Linda and Pauline, with the help

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