Case Studies
Explore real-world examples and success stories that detail how Wimbledon Wealth has helped clients reach their financial objectives.
Optimising Pension Arrangements for a UK Expatriate in Dubai
Executive Summary This case study examines the successful consolidation and optimisation of multiple UK pension...
Rishi and Jaya: A long-term gain
Long-term gain A few years ago, Rishi and Jaya took out a 10 year savings bond. They both had good jobs, so they could...
Making a fresh start after divorce
“I am getting divorced.” Read how we helped helped our clients, Rebecca and Omar during their divorce, handling their...
Going at your pace
“I have just inherited some money.” Read our client’s story of how we helped Anne bring her daughter, Holly, into the...