Case Study

Pension/Investment

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

Pensions/Divorce

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

Categories