Your stories
To demonstrate how independent professional advice can help you, we have put together a collection of case studies from some of our advisers where people have benefited from their advice.
One of our clients has an ISA portfolio with a stockbroker invested predominantly in growth stocks. He was contemplating crystallising pension benefits to enhance his income. We... more
I recently took on a client who had been badly let down by both of her previous advisers. She was in a state of panic as her accounts were overdue and her personal tax return wasn’t done.... more
Mr Evans had been a client of the Sound Financial Group for a number of years. As a business owner, the economic crisis had affected his cash-flow and things became very tight and... more
Mr Smith had a drawdown pension with a well known Scottish provider and was recently told his income had to reduce by nearly 50%! Due to recent changes in drawdown rules the Governments... more
The major changes to the Lifetime and Annual allowances within pension funds has had a consequence for members of final salary pension schemes who are high earners with long service - they... more