Planner aids engineer who lost job after oil price collapse
- Friday, 22 July 2016
- Insight & Analysis
Real life case study: Bill Saunders of Acumen Financial Planning
Financial Planner Bill Saunders CFPTM Chartered MCSI deals with the case of a Chartered Mechanical Engineer who lost his job when the oil price collapsed and was left with little prospect of finding a new job.
Read more...Real Life Case Study: Richard Watkins CFPCM of Close Brothers
- Monday, 05 January 2015
- Insight & Analysis
Richard Watkins CFPCM explores the risks for a successful business owner concerned that if the business turns sour he has little to fall back on. Is he exposing his family to too much risk?
Read more...Real Life Case Study: Parminder Bains CFPCM Principal of PSB Wealth LLP
- Monday, 05 January 2015
- Insight & Analysis
Parminder Bains CFPCM explains how he opened the eyes of a fund manager who was unused to being challenged over her investing decisions. He aimed to help her achieve her ambitions to travel widely and also to make her dream of helping an elephant sanctuary become a reality.
Read more...Real Life Case Study: Darren Lloyd Thomas CFPCM
- Thursday, 28 August 2014
- Insight & Analysis
A retired couple are concerned about their shrinking investment portfolio. They turn to Financial Planner Darren Lloyd Thomas CFPCM for advice and guidance as they face an uncertain future.
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