Recently Divorced
Helen received a divorce settlement which included a pension sharing order and a lump sum payment. Previously her husband had managed the finances for them both, and she was worried … Continue reading “Recently Divorced”
Find out morePre-retirement
Arthur and Mary approached us for retirement advice. They’d accumulated a number of pensions and were thinking of selling their business but had a business loan that still had five … Continue reading “Pre-retirement”
Find out moreBusiness Owner
Graham and Tracy were successful joint shareholders at a business based in Telford. They were referred to us for advice relating to setting up a Workplace pension. They had an … Continue reading “Business Owner”
Find out moreRecently Widowed
After the sad death of her husband Ian, June inherited a number of funds and individual shares, as well as a number of fixed rate deposit accounts, some of which … Continue reading “Recently Widowed”
Find out moreApproaching Retirement
Married with two children and several grandchildren, John and Elizabeth wanted to spend more time with their family but weren’t sure whether then 62-year-old John could afford to retire early … Continue reading “Approaching Retirement”
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