Real stories

At Bloomsbury Associates, we have a wide variety of clients, all with different needs and wants.

We work with people to understand their family situation and stage of life, their values and priorities, and their future hopes and dreams.

We have clients who are decades away from retirement and don't know where to start on their investment journey. Other clients have been retired for years but need help consolidating their assets and investments.

Some of our clients want to retire in luxury while others want to safe keep their investments for the next generation.

We have clients who really enjoy knowing all about investments and funds while other clients actually hate talking finances and find investment decision-making difficult.

Many of our clients want to formally support charitable organisations but are not sure how to proceed, while some are very clear about the legacy they want to leave.

The one thing all our clients do have in common, however, is a desire to be confident they can reach their future goals.

Read about how we have helped people clarify what they want and need in their future and how to go about realising that future with confidence.

These case studies are real stories based on the experiences of actual clients. They have been edited by us to protect client privacy.