Case Studies

This case study examines the successful consolidation and optimisation of multiple UK pension schemes for a British expatriate residing in Dubai. The client, a mid-career professional in the consulting sector, sought to streamline their pension arrangements and align their investment strategy with their retirement goals. This document outlines the challenges encountered, the methodologies employed, and the resultant outcomes of the pension consolidation process.

A few years ago, Rishi and Jaya took out a 10 year savings bond. They both had good jobs, so they could afford to put some money away for their future.

Read how we helped helped our clients, Rebecca and Omar during their divorce, handling their assets separately but considering the needs of the family and prioritising their children’s well-being.

Read our client’s story of how we helped Anne bring her daughter, Holly, into the conversation about managing the family’s finances following the death of her husband.