Case Studies

Read our real-life stories of how we have helped clients with financial security in retirement, and achieve their lifestyle goals too.

If you are looking for a clear understanding of where you are now and where you want to be, give Panthera a call. We're happy to help.

We also have a selection of useful videos to help you with your Financial Planning.

Financial Planning Videos

Browsing 1 - 2 of 2 case studies.

I really want to stop work!

How Panthera helped a long-standing client realise that he can stop working right now and still have the retirement financial security he needs.

Will I be alright in retirement?

Panthera helped a business owner better understand his retirement provision and helped him plan to retire earlier than anticipated so he can enjoy the lifestyle he wants.

Paul has helped me achieve financial security for my future by detailed planning and discussion about my financial needs for both necessary living costs and to achieve the more enjoyable things in life which are on my 'wish list'. This has meant that now I have retired I can live the lifestyle I wanted to attain, even after the early death of my husband. During the weeks following my bereavement Paul was unfailing supportive and quick to outline the impact this would have on my finances and future lifestyle and reassured me that my financial affairs were in order and on track. This removed a very big concern during a very difficult time.