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Case Studies

A Coastal Retirement Dream Realised

A Coastal Retirement Dream Realised

Our client approached us with a dream of retiring to a picturesque coastal property. He had already embarked on the journey of purchasing the property however, his path to this dream took an unexpected turn as he ventured into the realm of equity release mortgages....

A Complex Property Case Solved

A Complex Property Case Solved

Our clients had spent many wonderful years in their magnificent Georgian manor house nestled in the picturesque Brecon Beacons, where they raised their family. As the children grew and moved on, it became clear that their beloved home had become more spacious than...

Achieving Early Retirement

Achieving Early Retirement

During a casual conversation with her hairdresser, our client experienced a moment of clarity. She realized that her work was primarily to supplement their income for life's little luxuries: dining out, enjoying theatre shows, and an annual overseas holiday. The value...

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