Case Studies

Over the years we have worked with literally hundreds of clients.

Here are just a few case studies which will give you a better idea of the kind of issues our clients have, how we approach them and the kind of results we get.

Due to our adherence to FSA regulations, a strict code of confidentiality and data protection we have changed the names in order to protect our clients’ identity.

 

High Performance Commercial Investment

The Situation

When we started working with David, his concern was that the growth of his investments would not give him the return he needed in order to retire when planned.

He had £50K invested in a National Savings Certificates, which were gaining interest of around 3.8% annually, in other words barely tracking inflation.  He did not know what else to do with this lump sum, having ruled out the stock market as too risky, and wanting an alternative to his existing residential property investments.  Click here to read more…

The Italian Job Property Fund

The Situation

Keith had decided that at the age of 55 he wanted to buy a property in Italy in order to spend more time with his Italian girlfriend.  The problem was that on his first visit to Collingwood Mourton Associates he was already 51.  That only gave him 4 years, and the only capital he had available was £80K split between 3 pension funds.  Click here to read more…

Now that you are familiar with some of the clients we have been able to help, why not find out more About Us.