Case Studies

The case studies below are real life examples of how we have helped our clients.

Case Study - How charges affect your investments

At a recent meeting where I gave a presentation on how charges and commissions affect your pension investment returns, a member asked me to visit him and his wife at their home. They informed me that...

Case Study - Policy charges, pension at retirement

A new client came to see me with regards his pension plans. This referral came to us from one of our existing clients who had informed the client how much we had saved him on his pensions. We wrote...