Case studies

Some of our clients have shared their experiences of working with Satis Wealth Management. Find out how we have provided our clients with clarity and confidence in their finances.

Planning for retirement

David's client, Janice is 55 years old and lives in Manchester with her long-term partner of 40 years. She has enjoyed a successful career as a Commercial Director, predominantly in the private sector, but has recently moved into the public sector.

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Janice

Already retired

Ben's clients, Patricia and Jeffrey are in their early seventies. Patricia trained as a teacher and then became a head teacher, a role which she undertook for several years in different schools. She then worked in the University sector before setting up a leadership training and consultancy business. Jeffrey also ran his own business as a car mechanic.

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Patricia and Jeffrey

Business owner

Debbie's client, Peter is 83 and had a long career before starting up his own company with two business partners. They built and opened their first factory to manufacture products for the frozen food industry in 1998, followed two years later with a second to cope with demand. The business continued to go from strength to strength, with markets in both the UK and Europe.

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Peter

US national client in the UK

Vall's client, Kate is a US national from California. As part of her degree she studied at Sussex University in Brighton. After graduating, Kate decided to make her home in the UK. In 2008 the opportunity arose for Kate to head up a division of the publishing company based in Hong Kong.

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Kate

International client living in the UK

Vall's clients, Mark and Nicola are in their early 50s and have a son who is 26. Before retiring in 2001, Mark worked in retail sales in a diverse range of industries including tropical fish, golf and video gaming. Nicola was a nanny and a teaching assistant.

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Mark and Nicola