Case Studies
We asked our clients for their feedback on what it's like to work with us. They said they value our focus on client care and our genuine understanding of them, their needs and objectives. Corporate clients appreciate our 'hands on' approach and that we're in it for the long-term. After saying such nice things, we asked them to share their stories. You can read each one below.
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Pension planning - Plan to retire early
I wanted to know if my pensions and investments would generate enough income to maintain our lifestyle today and into retirement. Could I afford to retire early?
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Employee benefits - Post acquisition
Upon acquiring a new business, we wanted to extend our employee benefits to the staff based in the UK. We needed the situation analysed, then managed from start to finish.
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Comprehensive advice - New business
I'd worked for a long standing company for a number of years, when I decided to set-up on my own. I needed advice on the best way to structure my business and personal affairs.
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Proactive advice - Insurance payout
After an inheritance payment, I needed advice. Upon meeting with Montagu, I found I could be eligible for an insurance pay-out for cancer I'd suffered a few years earlier.
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Pension consolidation - Taking control
During my working career I'd accumulated a number of pensions. I needed advice on the best way to consolidate my holdings, into a managed portfolio and plan for retirement.
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Advice for couples - Plan for the future
We wanted to understand if we would have enough to support our retirement lifestyle. Exactly when could we retire? What was the best way to manage our pension investments?
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