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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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.
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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Laura and Craig made initial contact with us after being referred by long-standing friends who were already clients. They had recently retired, after having worked
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Lori was in her mid-40’s when she contacted us. Lori works for a global financial services company based in Edinburgh as a project manager. Kenny,
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