Case Studies
At The Wealth Point, we believe that behind every portfolio is a person with unique dreams, challenges, and aspirations. The following case studies highlight the real-life journeys of our clients – from navigating complex business exits to planning for a secure, multi-generational legacy. While names and details have been changed to protect privacy, these stories illustrate how our personalised strategies translate into tangible peace of mind and financial freedom.
I Had the Wrong Retirement Plan – Based on the Wrong Assumptions
Introduction Caroline, a 60-year-old solicitor, had built a healthy portfolio over her 30-year career. Her existing adviser assumed steady 6-7% returns and told her she could “just about” afford to retire. Before After Conclusion Caroline retired[…]
We Were Overfunded and Underliving
Introduction Richard and Elaine, aged 67 and 65, were retired professionals with ÂŁ1.5 million in combined assets. They had always lived frugally, afraid of overspending and leaving their children with less. Before After Conclusion Richard and Elaine[…]
I Was a Doctor with Five Pensions and No Plan
Introduction Dr. Amina Hussain, 64, was an NHS consultant approaching retirement. She had multiple defined benefit and defined contribution pensions, alongside private investments, but no idea how they all fitted together. Before After Conclusion Ami[…]
After Selling My Business, I Had Money but No Clarity
Introduction Robert, a 58-year-old business owner, had just sold his engineering firm for ÂŁ2.3 million. With no employer pension and no clear plan, he was unsure what came next—or whether the money would last. Before After Conclusion Robert moved […]
We Thought We Had to Work 5 More Years – Turns Out, We Were Already Done
Introduction James and Karen, both in their early 60s, were senior healthcare professionals with over ÂŁ1.1 million in combined pension and investment assets. Despite their success, they remained anxious about retirement and assumed they’d need to […]
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