David & Elaine
The Case of Mr & Mrs “Do-It-Yourself” David and Elaine were retired and living off the income and some of the capital that they had accumulated over the years. After allowing for various pension... Read more
John & Mary
The Case of Mr & Mrs “Got-Too-Much” John & Mary were in their late 60's and happily enjoying their retirement. And so they should! John had worked long and hard in a Company that he had helped to grow... Read more
John & Sarah
The Case of “Are We There Yet?” John & Sarah were nearly there, or so they thought. Trouble is they didn't know where 'there' was. It all started one night when John, a Senior Pilot for a major... Read more
Trevor & Sue
The Case of “Too Much Risk” Trevor & Sue had recently sold their share of their business having worked hard building it up for over 30 years. Aged 60, they had no children whom to pass on their hard... Read more
Neil & Sue
The case of “How Much is Enough?” Neil & Sue Builder worked hard, very hard. But they played hard too, they enjoyed the lifestyle which they had created for themselves and their daughters Rebecca and... Read more
Graham & Pauline
The Case of Mr & Mrs “10 Years Younger” Graham & Pauline were in their late 50's, but looked and felt like they were in their 70's. Working 60 - 70 hours a week, Sunday mornings were spent finishing... Read more