Case Studies
Read real-world examples of how personalised financial strategies have supported FSWM clients. These case studies highlight the journeys of diverse clients, each with unique financial goals and challenges. Through a combination of tailored advice, strategic investments, and ongoing support, we’ve helped our clients navigate complex financial landscapes, achieve their aspirations, and secure their financial futures.
Case Study – Sarah
The Client Mum of two Sarah is in her mid-forties and lives in Surrey. She was introduced to Frankie a few years ago by a former work colleague. Sarah says: “I was interested in investing in a former colleague’s new business, and she suggested I chat to Frankie about...
Case Study – Liam
The Client Liam is 30 and lives with his partner in London. He works in the city and was introduced to Frankie by a friend two years ago. “My friend also works in finance, so given our similar backgrounds I wanted to meet Frankie,” explains Liam. “Frankie is so...
Case Study – Faye
The Client Faye is in her 40s and lives in London. She works in finance and investments and thought she was doing everything right with her finances. Then two and a half years ago she met Frankie at one of her networking investment events. Faye says: “Frankie did a...
Case Study – Vicky
The Client Vicky, 40, lives in London and works in the financial industry. She met Frankie during lockdown via her job. Despite being an investment manager, and pretty confident around her finances, she wanted another professional eye to question her and help her...
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