Case Studies

Our goal is to deliver a personalised wealth management service and we’re proud to have worked with a diverse range of individuals and businesses to help them achieve their personal and financial goals.

Case Study – Business Exit and Inheritance Tax – Mr and Mrs Best

Mr and Mrs Best own a limited company and came across us online when looking for help planning their exit from the business. Although the following case study relates to an actual example, where we have helped our clients by providing solutions to their financial problems, the names and figures have been changed for confidentiality […]
Read more

Case Study – Securing your Retirement – Mr and Mrs Johnson

Mr & Mrs Johnson were referred to us by a local solicitor following them expressing a need to get their retirement plans in order. We arranged a no obligation initial consultation and conducted a full financial review. Although the following case study relates to an actual example, where we have helped our clients by providing […]
Read more

Midlands is a member of Sovereign Wealth LLP.

Find out more about Sovereign at our corporate site.

SOVEREIGN CORPORATE SITE