Case Studies

If you’ve never used a financial planner before you may not be certain of what it entails. These case studies are here to help. They are all fictitious, but nevertheless represent the typical type of client that comes to us for help. Each one is also designed to cover the five different groups of people who would typically use our services.

Planning for retirement:

Michael Sandbourne's

The detailed plan Michael received added clarity to his affairs and helped him move towards retirement with confidence…

In retirement:

Carol & Greg Patrick's

Via a series of effective, interconnected recommendations they were able to meet all of their objectives…

Lump sum investment:

Kevin Li & Ali Bayan's

On the one hand, they felt they had enough money to do these things, but then again, they could be fooling themselves…

Complex affairs:

Arabella Denby's

The first thing Arabella said to her Good Green Money adviser was to apologise for the complexity of her situation. But that wasn’t a problem…

Charitable intent:

Darius Gayle's

We helped them segment their goals between those of themselves as a family, and those related to their charitable aims…

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