Success Stories

Mr & Mrs Caley - Utilising available allowances to build up a large investment portfolio

Utilising Available Allowances to build up a large investment portfolio - Mr & Mrs Caley

All the staff at PIM are friendly and helpful. The meetings are at a time convenient to us and although of a serious nature there is always a relaxed and friendly atmosphere

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Philip and Helen have been long-term clients of Charles the founding adviser in the business for over 20 years. They have worked with Principle on an annual basis investing tax efficiently utilising available allowances to build up an investment portfolio for retirement.


Maximising ISA allowances in previous years mainly through stocks & shares where significant growth has been made on portfolios. By utilising available allowances the clients have been able to build up a large investment portfolio from which they can draw a tax-free income.


Philip and Helen are now able to enjoy their retirement as they are financially secure and enjoy a fantastic lifestyle spending time away on holidays and with family. The funds accumulated over the years will last beyond Philip and Helen’s lifetime and we have worked with them to help them pass on their wealth to family.

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