Case Studies

Income Protection for what matters to you

By |2022-09-12T09:54:34+00:00September 12th, 2022|Case Studies|

James, a 30 year old father of one who works as a carpenter and enjoys motor cross on a monthly basis was in the market for life insurance, critical illness and income protection for a new family home purchase. Due to a few issues with his mental health over lock down, James was declined. [...]

Handling Complex Financial Situations

By |2022-06-29T09:23:10+00:00April 6th, 2022|Case Studies|

When Leigh went to meet Mrs F Lloyd after he was recommended to her he was following on from previous advisors who had either been unable or were un-willing to spend the time required to assist his client. Having lived in her Flat for over 20+ years she really didn’t want to leave now [...]

Best Possible Mortgage Rate for First Time Buyers

By |2022-04-05T09:11:35+00:00April 5th, 2022|Case Studies|

First time buyers are often up against it when it comes to getting onto the property ladder.  High rents, increase in cost of living not to mention the continuous rise of property prices.  For Claire Helen they thought finding the best possible mortgage rate would be near on impossible.  That was until they met one [...]

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