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Client stories

We love being able to make a difference to people's lives. Hear some stories of how we've done just that for our clients.

On the cusp on turning 40, Julie was wanting to really focus on planning for the future - and that meant getting her finances in order.

Julie, financial planning for the future

Financial planning client

After losing a key employee, business owners Harry and Peter wanted to ensure they were protected against unforeseen circumstances.

Harry & Peter, business owners

Business protection clients
This couple wanted to see their adult children and their families benefit from their wealth during their lifetimes, but weren’t sure how to reduce their IHT bill.

Thomas & Elizabeth, Inheritance Tax planning

Inheritance Tax planning clients

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