Alex and the team were extremely clear and informative, they listened to our needs and gave us the best impartial advice to help us choose the right plan for us. Over the last six years we have continued to work with PI and built a relationship with the team.
Jack and Gemma Shaylor
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Full financial planning for lump-sum investment
Tim & Michelle
Background: Tim and Michelle were introduced to Principle Investment from an…
Solution: Blank piece of paper! Lots of questions, lots of listening…
Results: Tax planning via pension contributions (carry forward allowances) to maximise…
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Utilising available allowances to build up a large investment portfolio
Mr & Mrs Caley
Background: Philip and Helen have been long-term clients of Charles the…
Solution: Maximising ISA allowances in previous years mainly through stocks &…
Results: Philip and Helen are now able to enjoy their retirement…
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Property purchase was facilitated by maximising pension contributions
Lancaster & Maloney
Background: Directors of Lancaster & Maloney wanted to purchase a new…
Solution: Principle provided a thorough review understanding the client’s objectives to…
Results: Purchase was facilitated by maximising pension contributions using carry forward…
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