Call for a Free Consultation: 0141 465 1909


For Independent Financial Advice.
Call for a
Free Consultation

  • Investments and Tax Planning Advice

    TAKE CONTROL
    OF YOUR PENSIONAND LOOK FORWARD TO YOUR RETIREMENT

  • Pension Advice in Scotland

    TAKE CONTROL
    OF YOUR PENSIONAND LOOK FORWARD TO YOUR RETIREMENT

  • Independent Financial Advisers Glasgow

    TAKE CONTROL
    OF YOUR PENSIONAND LOOK FORWARD TO YOUR RETIREMENT

  • Pension Advice in Glasgow

    TAKE CONTROL
    OF YOUR PENSIONAND LOOK FORWARD TO YOUR RETIREMENT

  • Scottish Pension Advisers

    TAKE CONTROL
    OF YOUR PENSIONAND LOOK FORWARD TO YOUR RETIREMENT

Case Studies

If you are looking for case studies on Underperforming Private Pensions, Retirement Planning or Frozen Pensions and Consolidation , simply click on the links below to read in detail about the case studies. 

retirement-plan-cs

Retirement Planning Case Study

Eric is 69 and retiring in June. He has accrued a personal pension of £120,000 which is in a protected fund which locks in growth every year.

readmore

frozen-pensions-cs

Frozen Pensions Case Study

Steven is 45 years old and has recently moved jobs to a new company in Glasgow. Steven is married with two young children and not particularly familiar with pensions.

readmore

pvt-pensions-cs

Private Pension Case Study

William came looking for advice in 2010 regarding his pension fund. He has £101,000 in his Pension fund with a major insurer.

readmore