We are there for people at times of change in their lives and our clients tend to stay with us for the long term. Here are some examples of clients we continue to advise and work with and some testimonials as to the positive experiences they’ve had in working with us.

Case Studies

#1 Divorce

“I just want to say a big thank you for all your advice. After seeking help from a solicitor, I was advised to get some


Tonia Roberts

#2 Bereavement

When Tonia Roberts lost her husband to cancer in 2007, for a long time she couldn’t think straight. Her husband, Elwyn, had always managed the


The Busy Anaesthetist

#3 The Busy Anaesthetist

Dr Maggie Cobley is an anaesthetist at the University Hospital, Llandough Nr. Cardiff. She and her husband had been with another financial adviser for several


Paul Kieth

#4 The Retiring Company Director

“I was a director of Elizabeth Shaw,” says Paul Keith, now retired. “I worked very hard to turn the business around from making a huge


Protector of a Family Trust

#5 Protector of a Family Trust

‘In 2012, I was appointed Protector of a hugely complex off-shore family trust on behalf of two cousins one in the UK and one abroad,”


Ross Snape

#6 The Busy Entrepreneur

Soon after Ross Snape was appointed MD of a privately owned company in 2004, a colleague introduced him to Piercefield Oliver. Ross was considering setting