Case Studies

Explore our detailed case studies below to see how our financial expertise has empowered clients to achieve their financial goals.

Password reset scams

Happen's every SEVEN minutes - are you at risk?

Booking.com scam

Spike in reports over summer as some holidaymakers conned out of THOUSANDS

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Taxation

Income tax is a percentage of your earnings that you pay to the government, while VAT is a tax added to the price of goods and services you buy. Income Tax is worked differently for the self employed which can be an incentive to work for yourself if you can keep more of the money you earn.

Pensions

This is in addition to the state pension which starts at retirement age. Due to compounding interest, the younger you start paying into a pension the quicker it will grow.

People commonly have different pension pots due to working through different employers with different

Insurance

Insurance protects you from potential risks and losses by transferring the financial responsibility to an insurance company in exchange for regular premium payments.

Credit Score

Managing your finances well not only gives you the best chance of being offered the loans and credit when you need it but also result in you paying less money back when you borrow.

pensions & financial planning

This is in addition to the state pension which starts at retirement age. Due to compounding interest, the younger you start paying into a pension the quicker it will grow.

People commonly have different pension pots due to working through different employers with different