Sheila came to us as she was approaching retirement. A mutual friend had recommended us to her.

Her finances where somewhat chaotic, and she also had a large life assurance pay out to manage. She didn’t know where to begin.

What we did

We reviewed Sheila’s assets, liabilities, income and expenditure; providing her with a holistic financial plan that enabled her to envision her financial future more clearly.

Over the course of a decade, Sheila’s situation has been transformed. She has a financial plan that is robust; giving her a clear path to take as she enters the next chapter of her life.

Sheila today

Sheila was able to retire two years earlier than anticipated.

She’s enjoying retirement to the full. Her passion for gardening and spending time with her daughter are her favourite pastimes. What’s more, Sheila has enough spare resources to support her daughter’s fledgling clothing design business.