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0333 241 9900 hello@fcadvice.co.uk
Bracknell
Lincoln
Liverpool
hello@fcadvice.co.uk 0333 241 9900

Case Studies

Case study: How we helped Huw to achieve early retirement.
Case study: Helping Andrew with retirement planning and a change of lifestyle.
Case study: Roy’s ‘why’ – to travel around South East Asia
Case Study: Caroline’s ‘why’ – family, travel, and enjoying her new garden.
Case Study: Jo’s ‘why’ – to retire early and spend time with causes she values.
Case Study: Review of Doug’s pension arrangements and advice about residential care
Case Study: Reviewing Lee’s existing pension arrangements
Case Study: David & Marion – Reducing investment costs and providing income
Case Study: Making sure Barry’s Inheritance Tax (IHT) arrangements are well covered.
Case Study: Review of Dave & Shirley’s existing pension arrangements and preparation for retirement
Case study: Mario’s retirement preparation
Case Study: Ongoing advice around retirement and later life changes for Elizabeth
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