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Case studies

Don’t just take our word for it… read what our clients think

Helping Margaret rebuild her world after bereavement

For widow Margaret, having someone to pick up and run with practicalities like finance at a time of grief and family uncertainty was ‘priceless’. 

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Supporting country couple’s financial goals

Couple Ian and James needed help organising their finances at a key point in their lives.

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A stitch in time to safeguard Pat’s legacy

There are many occasions in life where a chance decision can make the difference between a positive outcome and a negative one.

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