Case Studies
The Benefits of Independent Financial Advice
The following accounts demonstrate the benefits of professional and independent financial advice. All are true accounts of the assistance we have provided to clients, although names and other personal information have been removed.
A brief summary of each case study is provided below. Click on the "Read Details" link which follows to view the complete account.
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Ms. A - Only after Ms. A's partner was killed in a tragic road accident did she realise that his life insurance, which they had arranged without financial advice, would not provide for her and their children. We managed to secure the sum insured and helped her to invest it in such a way as to provide for her family.
Read Details.. |
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Miss B - A client with private medical insurance made a claim for treatment which was turned down by the insurers. After discussing the circumstances with the client we put the case to the insurers and the claim was subsequently paid. |
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Mr. C - (New study being prepared) |
