Case Study


Mr X was coming up to a major decision regarding his retirement and financial planning. He came to us for advice on both his retirement

Inheritance Tax

We were asked for a second opinion on advice that was given by a solicitor. The solicitor had given good advice about how best to

Mortgage – Buy-to-Let

Mr and Mrs W had recently married and were living in the annex of Mr W’s parents’ large family home. They were looking to purchase

Mortgage – Equity Release

Mr and Mrs L were referred to Compass by a local solicitor, as they wanted some information about equity release. They explained that they had

Mortgage – Residential

Mr and Mrs J, aged 75 and 71 respectively, were looking to move from Norfolk to Bedfordshire to be closer to their family. They had


Divorce is recognised as one of the most stressful situations most people can experience. At Compass we have completed a Pension Sharing at Divorce case

Income Protection

We had a client who wanted income protection, as she was concerned that if she were unable to work she wouldn’t be able to pay