Case Studies

Retirement Happiness™ Case Studies

One of the specialist financial planning services we offer is our Retirement Happiness™ service.  Below are a couple of case studies which explain the benefits clients have derived from working with us on their retirement planning.

We hope you will find them of interest: reading a real life case study can be the best way to appreciate the process we go through and the benefits you may experience.

 James and Tricia – When can we afford to retire?James & Tricia

63 year old James and his 56 year old wife Tricia came to MFP Wealth Management seeking advice. James had some important decisions to make about his future that could have a significant impact upon how he and Tricia would live in the coming years.

Click here to read the full case study.

 

Case study 2Peter and Sarah – Choices at retirement

60 year old Peter was approaching retirement and needed advice to make smart choices about his pension options.

 

Click here to read the full case study.

 

 

 Financial Planning Case Studies

Below is a real life case study explaining how we have helped some of our clients with our Financial Planning service.

Case study 1Margaret & Michael – Retired with an income shortfall

Retired couple Michael, aged 76, and Margaret, 74 from Dorset approached us because they were worried about the shortfall in their income.

Click here to read the full case study