FAMILY-FOCUSED TAX AND RETIREMENT ADVICE
“I was actually quite blown away by Garnet because in my industry we’re very black and white and very disciplined. Garnet sent me a letter and an email within minutes proposing that we get together and sort things out, which I thought was very professional. If one or two people give Garnet the opportunity, it’s going to be better for them.”
James Allinson
Airline Pilot
What We Did to Help
Family-Focused Advice
When James came to us it was clear that he needed a wealth management strategy that worked not just for himself, but also for his family. Therefore, our first step was to identify how we could help James to ensure that his children would benefit from increased financial security in the future.
To do this, we created pension plans for James’ children, allowing him and others to make contributions to their financial wellbeing.
