Case Studies

Take advice before it’s too late

Why did Margaret get in touch with us? Margaret’s daughter, Jane, contacted us following an online search of independent financial advisers. Margaret’s husband, Bernard, Jane’s father, had died four years ago. Unaccustomed to dealing with pensions, savings and investments, Margaret had taken very little interest in this area of her life and things had become…

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A simple way to pass on all of your assets

Why did James get in touch with us? We had been providing independent financial advice to James and his wife, Angela, for over 15 years. They were both now 60 and had built up a successful business which had now been sold. They also had two children, both currently at university, who would ultimately inherit…

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Reducing IHT without losing control of capital

Why did Mrs Armstrong get in touch with us? Mrs Armstrong approached us for independent financial advice about reducing her Inheritance Tax (IHT) liability, as she was keen to leave as much of her estate as possible to her two grandchildren. Mrs Armstrong was 81 and a widow, her husband having passed away 18 months…

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Careful planning saves Inheritance Tax of £500,000

Why did Kevin get in touch with us? Kevin first approached Beaufort in 2008. At the time, he was 63 and in good health. He had never married and had no children. Unfortunately, he had recently lost his father for whom he had been a live-in carer. Upon inheriting his father’s house, Kevin resolved that…

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What do our clients say?

  • Thank you Paul for visiting my home recently for a dig through our various life insurance policies.

    I left my wife to run the meet and greet and she was very impressed with Paul's analytical approach, obvious knowledge and professional yet friendly manner.

    We were very happy that Paul was able to advise us on a type of cover we should be looking for and presented us with option on policies that were much more useful and with much cheaper premiums. Paul even made the form filling as simple as possible and for that we are grateful.

    The Gibsons

  • I was extremely pleased with Iain Parkhouse's service and have no hesitation in recommending and referring his services. If you have not spoken to him recently, I would strongly suggest arranging a review with him.

    Denni Jackson, Sales & Marketing Director, Drifters Travel

  • I have known Iain Whitechurch for over 10 years now and he always provided me with expert advice on my investments and mortgages. He is a true expert in his field. Iain's knowledge and experience is backed by his pleasant and professional approach. Iain always listens, he understands well what I am trying to achieve and he works in a very timely and efficient manner. Nothing is too much trouble for Iain. I wouldn't hesitate to recommend his services and indeed I have to a number of my friends.

    R Thompson, M.D. London

  • Iain has spent quality time with me to understand my situation, my preferences, and my approach to investments. He has a great way of explaining things, and de-mystifying the most complex of matters and distilling it into something very easy to comprehend so that you can make informed decisions over your own financial affairs. Whatever your level of understanding and financial experience, he will adjust his approach and tailor it to suit your individual needs, taking time to be sure you are fully up to speed with whatever you are reviewing. Having worked with a number of IFAs in the past, I now feel totally at ease and confident working with Iain on an ongoing and regular basis to navigate the minefield of professional financial advice and financial services.

    S Khadka-Lowe, Director. Cobham

  • For almost 20 years I have used the services and advice from Iain Whitechurch, the services offered included, mortgages and re-mortgages, children's saving plans and pensions in the main.

    The advice was always given at a level that was understandable and appropriate for my financial situation at the various times though out the last 20 years, which due to unforeseen circumstances has been ever changing.

    Along with the expert advice and service Iain has become an integral part in my financial future plans and decisions. He has also offered this same advice to my now adult children as they have always known him and trust his ability and advice. I have no reservations about recommending his services to family and friends, his friendly yet professional approach make dealing with financial decisions a less stressful experience.

    A Scutt, Specialist Nurse Manager, Copthorne

  • Every quarter I get information on how my investments are performing in relation to other investments in the portfolio in addition I can look up on the web to see how my interments are performing in their own right on a daily basis. Thanks to Felix I now have greater confidence in my financial future and I look forward to doing more business with him in the not too distant future.

    Calum Shaw

  • Gerard is a highly professional and knowledgeable financial adviser who I would unquestioningly recommend to anyone for advice and help. Picture him as an intrepid jungle guide, cutting a swathe through an otherwise thick, uninviting and seemingly tangled financial world and you won't go far wrong. He's helped my wife and I for a number of years and remains our go to adviser.

    Andy Cutbill, Co-Founder of Mr Bridger, ECD at ?What If! Innovation Partners

  • Having used Brian's services on several occasions for myself, my friends and various colleagues I declare myself a great admirer of his professionalism and knowledge. And an all-round nice guy! If you are looking for an IFA - look no further, you've found the best one.

    Dallas Van Renselar

  • Iain is an honest guy who cares about the service he provides to his clients. His advice is always clear & well thought through.

    Stuart Gilbert

  • I gladly recommend Iain for his work as a financial adviser for me and for many other people I know within our network of friends and business colleagues. Above all, his knowledge of what is available and his expert opinion and advice has been, and continues to be completely reliable. I believe Iain delivers top quality as a person and within his business.

    Gerry Boniface, Sales Leader

  • I have known Iain Whitechurch for over 10 years now and he always provided me with expert advice on my investments and mortgages. He is a true expert in his field. Iain's an expert in his field. His knowledge and experience is backed up by his pleasant and professional approach. Iain always listens, he understands well what I am trying to achieve and he works in a very timely and efficient manner. Nothing is too much trouble for Iain. I wouldn't hesitate to recommend his service and indeed I have to a number of my friends.

    R Thompson

  • I first hired Felix in April 2011 to arrange my critical illness cover. Now I am notoriously hard to pin down to arrange stuff like this due to my constant work load. Felix was totally understanding of this and his incredible perseverance with me resulted in finally securing an excellent policy for me in March 2012. Felix visited me at my workshop on a number of occasions to gain all the relevant information that he needed. I cannot thank Felix enough for his hard work and patience and will be glad to recommend him in the future. And he makes a damn fine cup of tea as well!

    Richard Wallage

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