Case studies

With the right financial advice, achieving your desired lifestyle is easier than you think. Piercefield Asset Management specialise in helping people who are experiencing change in their lives.

Below you will find the case studies from some of our clients.

Busy entrepreneur

Soon after Ross Snape was appointed MD of a privately owned company in 2004, a colleague introduced him to Stephen Willis.

Bereaved woman

When Tonia Roberts lost her husband to cancer in 2007, for a long time she couldn’t think straight.

Busy anaesthetist

Dr Maggie Cobley is an anaesthetist at the University Hospital, Llandough Nr. Cardiff.

Retiring company director

‘I was a director of Elizabeth Shaw,’ says Paul Keith, now retired. ‘I worked very hard to turn the business around from making a huge loss to making decent profits.