Real life case study: Jason Holmes of Lumen Financial Planning
- Wednesday, 27 February 2013
- Insight & Analysis
Jason Holmes CFPCM of Lumen Financial Planning faced a twin-pronged challenge after a business owner's death, how to negotiate with the owner's widow and the remaining directors in the firm.
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Real life case study: Kusal Ariyawansa of Appleton Gerrard
- Wednesday, 28 November 2012
- Insight & Analysis
Kusal Ariyawansa CFPCM reflects on a case involving a business owner who was initially reluctant to take advice and how he convinced him of the benefits to be gained from a Financial Planning approach.
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