Case Studies

Don’t just take our word for it

As well as all of the reviews on VouchedFor that are testament to how we have helped our clients, please take a few moments to read the stories of the clients we have worked with and helped to provide financial clarity and peace of mind.

Planning for retirement as a business owner

Andrew and Linda owned a business which supplied the construction industry. Initially, they came to us to discuss how they could use their business to help fund their retirement. Years later, when they sold the business, we helped them plan for their future.

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Purchasing business premises

Keith was the Director of a business. He was looking to purchase premises for his company. Unfortunately, Keith didn’t have sufficient personal or company funds in order to do so; understandably, he did not want to take the route of borrowing extensively from the bank.

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Landmark Financial Planning profile
Landmark Financial Planning profile


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