Shona | Senior Geoscientist, 45
Shona excelled in her career but admitted she had not brought the same structure to her personal finances. Large bonuses and share awards were creating unnecessary tax bills. After a difficult divorce, financial and emotional security were both critical factors for her.
Alistair | Offshore Electrical Supervisor, 52
After nearly three decades offshore, the strain of long rotations, physical work and time away from home was becoming too much. Alistair ‘s pensions were scattered, his company shares unmanaged, but he was blind to the future.
Linda | Logistics Company Owner, 58
Welsh & Taylor Wealth helped Linda who, after years of stress, wanted a clear path to semi-retirement, by age 60.
Mark | Senior Energy Engineer, 49
Welsh & Taylor Wealth helped Mark by consolidating multiple pensions, modelled cashflows for every scenario and created a clear path to retiring at 57, all while maintaining his standard of living.