Year: 2020

Download Scenario; Residential…using a bonus income and stock to complete purchase as a PDF WHO’S THE CUSTOMER? A Managing Director of a large successful business with a basic salary of around £200,000. They also received bonuses, both in cash and within vested stock, released over a three year period. WHAT’S THEIR SITUATION? They would require […]

Download Scenario; Residential…A professional solicitor, recently become self-employed…as a PDF WHO’S THE CUSTOMER? A self-employed solicitor, having recently started their own business only 12 months previous. Before this they were employed within a business as a solicitor. WHAT’S THEIR SITUATION? Looking to move and had seen a property they liked, valued at £1.4m. This would […]

Download Scenario; Using guaranteed bonuses and commission as a top up…as a PDF WHO’S THE CUSTOMER? A customer works for one of the world’s leading online retailers, a worldwide business and which millions of customers use frequently. He had just started a job as a Senior Project Manager on a basic salary of £135,000 a […]