Wealth Management for Entrepreneurs and Executives
The wealth management market is very much segmented and filtering through this to assess the best service, relationship, cost, security, and breath of offering…
Why use a Financial Adviser?
In our case study below, we run through the scenario of some new clients who thought they could manage their portfolio themselves. However eventually…
How do you find a lost pension?
Research by the Association of British Insurers (ABI) conducted in 2018 found there were approximately 800,000 lost pensions in the UK which amounted to…
Financial Planning as a result of selling a limited company
Selling shares in a construction company John had a business in construction that he owned with two co-directors. They decided to sell the business as…
Planning for Retirement
Self-employed, with a number of pensions Spencer is 65 and lives in Worthing with his wife. He is a self-employed carpenter. Spencer came in to…
Michael and Mandy
Michael and Mandy are 46 and 43 respectively, and own a business in Worthing. They were in the process of buying the business from the…
Nigel is looking for an investment that will reduce his Income and Capital Gains Tax Bill
Nigel is 55 years old, an additional rate taxpayer, lives in Brighton and works in the city. Nigel’s company was bought by another, and he…
Daniel and Julie need to release some equity from their property
Daniel and Julie are both 77 years old, retired and own their own home in a private estate in Angmering. Their house is worth around…
