CASE STUDIES

These real-life case studies may give you a helpful hint on what we can do for you…

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case 1

February 13, 2018 in Uncategorized

Campbell Fisk Chambers - Financial Advisors - Crowborough East Sussex - Case Study 1 - Image Courtesy Unsplash

Mrs M inherited a substantial sum and requested a full financial review.

Aside from making a large gift to her niece, and already having sufficient income, she wanted to use the money in an inheritance tax- efficient manner and in such a way that she felt comfortable with the degree of investment risk involved.

We devised a suitable investment strategy which met her requirements, incorporating action to mitigate the impact of inheritance tax on her estate.

Mrs M

case 2

February 12, 2018 in Uncategorized

Campbell Fisk Chambers - Financial Advisors - Crowborough East Sussex - Case Study 2 - Image Courtesy Unsplash

Miss R sold her home to move into an assisted living facility.

She was anxious to be sure that she would be able to meet the fees.

We devised a scheme of investment that generated the required degree of income, making the most of the capital released by the sale of the property, and by means of regular reviews to ensure that her affairs remain on track so that she can continue to live comfortably in her chosen home.

Miss R

case 3

February 11, 2018 in Uncategorized

Campbell Fisk Chambers - Financial Advisors - Crowborough East Sussex - Case Study 3 - Image Courtesy Unsplash

Having been widowed, and receiving a reduced income as a result, Mrs N downsized, releasing capital from what had been her family home.

We created an investment strategy whereby the capital available was used to generate sufficient income to replace that which had been lost, and have since, by regular reviews and monitoring, ensured that her needs continue to be met.

Mrs N