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property dreams: John & Sarah

Recommended to us by one of John’s colleagues, John & Sarah* came to us in 2008. John’s accountancy career was flourishing and Sarah was fully occupied looking after their children, Emily and Josh, and the house.  John had been managing their investments for a while and they were putting away a sizeable amount each

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under pressure: Peter & Lilly

When Peter & Lilly* came to us in 2009, Peter was feeling the pressure.  His exciting, but demanding job in financial services was taking its toll and he was wondering how much longer he could keep going.  With these high levels of stress, Peter & Lilly were also concerned about

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thinking bigger: Stephen & Rosie

Stephen & Rosie* were planning to move house with their three children Charlie, George and Amelia. Once Charlie’s secondary school was settled, they wanted to choose an area nearby which was also close to  the schools George and Amelia might attend. Stephen & Rosie wanted a ‘forever’ house for their children to grow up

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a holiday home or a millstone: Patrick & Sally

When we created Patrick & Sally’s* first Financial Life Plan in 2007, they had a number of questions: Patrick was under considerable pressure as chief executive of a construction company.  The industry was entering a recession and Patrick wanted to step down from his role as soon as possible. Could they afford for him to do

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