Client Stories

1. Client Story9th Aug 2024

   

   Retiring early and resolving a tax issue – Don’s story

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2. Client Story26th Jun 2023

   

   Pensions transfer and planning: Bob’s story

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3. Client Story11th Jul 2022

   

   Putting the numbers on retirement – Dave’s story

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4. Client Story1st Jun 2022

   

   Managing a windfall – Ben’s story

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5. Client Story29th May 2022

   

   Selling a Business – Alan’s Story

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6. Client Story24th May 2022

   

   Redundancy Tax Planning – Ian’s Story

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7. Client Story15th Feb 2022

   

   A life-changing decision: Crawford’s story

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8. Client Story24th Dec 2021

   

   Trusted support at an emotional time: James’s story

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9. Client Story21st Nov 2021

   

   Gifting money- Nigel’s story

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10. Client Story24th Oct 2021

    

    Helping children onto the property ladder – Gary’s story

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11. Client Story15th Aug 2021

    

    Pension Planning, Estate Planning and Buy-to-Let – Greg and Sophia’s Story

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12. Client Story18th Sep 2020

    

    Early retirement and the NHS pension – Tara’s story

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