Read Jeremy's story about Linda, who opened a discretionary portfolio with us years ago, valuing our personal approach and level of communication with her. She has since brought her children into the conversation too.
Read Julie's story of how she helped Arthur & Rose as their situation changed when Rose started to have ongoing health problems. Opening up the conversation with their daughters helped everyone feel supported.
Read Katie’s story of how she helped a family for over 20 years, passing on their wealth through generations and help them understand the benefits and responsibilities that come with being relatively wealthy.
Read Giles’ story to find out how he helped Rebecca understand that she had enough money to support her son, allowing him to move closer to his young daughter while Rebecca could still enjoy a comfortable retirement.
Read Clive's story about how he helped Robert start passing on his wealth to his daughter after the birth of his grandchild. Besides passing on his money, he wants to pass on his values about hard work and responsibility.
Read Will’s story to find out how he helped his client, Anthony, start a conversation about inheritance tax planning with his sons and his financial planner colleague, Simon. Anthony can now enjoy his retirement guilt-free.
Read Katie's story on how she built a trusting relationship over the years with her client, Rory and his wider family. Katie is now working together with her colleague, Mia, from financial planning to manage the family’s money.
Read Nicola's story to find out how she helped her clients, Sharon & Patrick during their divorce, handling their assets separately but considering the needs of the family and prioritising their children’s well-being.