Case Studies

Here are a selection of case studies which you may find useful. If one jumps out as being very similar to your situation, please do not hesitate to contact me.

He is very patient and has excellent listening skills...
“I found myself in a complex situation abroad, Phil not only rescued me, he found monies due I had no knowledge of, showing his expertise. He is very patient and has excellent listening skills. When I met him personally, he gave me sound advice, listened to my needs and I am constantly recommending him to people. I can look forward to a more secure retirement because of him.”
Lyndsey Meek
  • Some of our Accreditations & Awards