Investment
Our retired clients had substantial assets invested in shares, mutual funds, pensions, Individual Savings Accounts and investment bonds.
Investment for income
Just at the time our client was looking forward to a happy retirement, she lost her husband to an industrial injury.
Trust planning
We were referred by a client to a retired couple who were holding £100,000 on trust for a child to receive at adulthood. The capital was an inheritance and had been placed on deposit in a building society.
Retirement
Our client was about to retire when he was referred to Investment Choices. During our initial meeting with our client and his wife we discovered that he had been suffering a bout of ill health requiring medication and that his principle aspiration was to maximise his income and capital.