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Case Studies

Everyone has different needs and priorities. Through your initial chat with Diane at her home office or over the telephone, we can identify your objectives. Whether simply looking at your existing plans and rearranging things, providing you with peace of mind by reviewing your statements or by providing a full finanical planning review, we are ready to help.

Diane doesn't sell any products, allowing her to offer truly independent, simple and practical advice. If there is a new pension, life cover, investment or mortgage to be arranged, she will introduce you to a member of the Women + Money network to take you through the regulated process.

Carol, 46

Carol and her husband had decided to separate and she needed to know what the financial implications of a divorce would mean for her and their children.
We were able to help her arrange a new individual mortgage, ensure her children had sufficient cover in case she or her husband died, safeguard her maintenance income in the event her husband died or became too ill to work and pay the money and put her mind at ease that her long term retirement planning would not be disrupted because of her change of circumstances. She had already found a good solicitor, but if she hadn't we
would have been able to help her with that as well.

Sylvia, 61

Sylvia was widowed very suddenly and her husband had always looked after the money. We were able to make sense of the many documents she needed to sort through, and for the first time, she understood all of her financial affairs.

Alice + Chris, 20's

Alice and Chris are expecting their first baby and are concerned that they need to have "grown up" financial planning. They both have careers with some employee benefits, but would that be enough?

We helped them to plan their future family security so they could enjoy the new baby with minimal financial stress!

Abi, 32

Abi set up her own business a short time ago and wanted to make sure that she could provide herself with an equivalent package of benefits, death in service, long-term sick pay and pension that she has from her previous employer. We worked with Abi to create her financial plan, and put the new policies into place. Paying for the plans from her business account has tax advantages too.