Kilsaran-logo.png
  • Home
  • About us
  • About SJP
  • News
  • Advice and services
  • Specialist advice
  • Contact
  • Meet the team
  • About Stephanie
  • Testimonials
  • Our core values
  • FAQs
  • Case studies
  • Charity Support
  • Cash Flow Planning & Retirement Modelling
  • Investment Management Approach
  • Awards
  • St. James's Place Charitable Foundation
  • Articles
  • Insights
  • Investment planning
  • Retirement planning
  • Protection planning
  • Corporate services
  • Mortgages and specialist banking
  • Exploring intergenerational wealth management
  • Other services
  • Calculators
  • Divorce and separation
  • Advice in retirement
  • Company directors
  • Contractors
  • Senior corporate executives
  • Financial Education
  • Entrepreneur Club
  • Legal Professionals
  • Home
  • About
  • Case Studies

Case studies

Case Study 1
With numerous pensions, Harry and Susan had no idea if they had enough money to retire and live comfortably.
Read more
Case Study 2
John and Dave ran a successful technology firm that urgently needed future-proofing. Here’s what we did.
Read more
Case Study 3
Ethan didn’t want to take a leap of faith with his money. So these are the tools we gave him.
Read more
Case Study 4
Tom and Marie’s dogs were better protected than they were - so Kilsaran Financial Planning stepped in.
Read more
Case Study 5
Helen wanted to make the right financial solutions were in place to support both her and her family’s financial future. So, this is how we set about making sure she had peace of mind and one less thing to worry about.
Read more
St. James's Place logo
Copyright St. James's Place © 2025
Quick links
  • Home
  • About us
  • About SJP
  • Advice and services
  • Specialist advice
  • Contact
Get in touch
  • Contact us
  • Privacy policy
  • Site disclaimer
  • Terms and conditions
  • Accessibility
Copyright St. James's Place © 2025