Case Studies

Cash windfall forces entrepreneur to focus on finance

Managing director and controlling share holder of Hyde based Shawston Piping Solutions, Rob Davenport, has for the first time drafted in the support of a wealth manager after the restructuring of his business in 2008.
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How ill health helped avoid financial catastrophe

Putting your financial affairs in order is often overlooked. This was certainly the case for 64 year old Dr Tudor, a GP from Cheshire, and his 52 year old physiotherapist wife, Jane. The catalyst for Dr Tudor was when he was forced to undergo a double lung transplant, an event which brought sharply into focus the need to tidy up his finances. Maximising what he could leave his wife and three daughters suddenly became the all consuming priority. The operation was thankfully a success.
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Losing the power to manage your spouse’s affairs can prove costly

It was heartbreaking to watch my wife's health deteriorate through Alzheimers but by then it was too late to sort out 'enduring power of attorney'. Although she was my wife I didn't have the authority to take control of her finances.
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Protection is key to continued business success

With the latest figures from the Office for National Statistics revealing a slight 0.1% growth in the UK economy (in the last three months of 2009)* it continues to bring the issue of business protection sharply into focus.
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For more information please contact: Jo Whittaker on 0845 226 6971/0789 481 5568