Case studies.
See how other clients have benefitted from working with Hansa Wealth Managemen.t
Each case study is based on a real client’s experience.
Mr & Mrs Holland
Why families rely on Hansa Hirani for their later life care planning
I have known Mr & Mrs Holland since 2003, a retired couple from Ealing, London. I first provided financial planning advice to Mr & Mrs Holland shortly after Mr Holland sadly suffered a stroke, however he was still mobile. Over two decades, my professional relationship with Mr & Mrs Holland developed. Mrs Holland was put at ease knowing she could easily call me if she had any concerns given that her husband, Mr Holland, was in a vulnerable position having subsequently been diagnosed with Parkinsons.
Mr & Mrs Connolly
Why families rely on Hansa Hirani for intergenerational planning advice
We have known Mr & Mrs Connolly for over 20 years, a delightful couple from the suburbs of Northwest London. Mr Connolly enjoyed a successful career in a car dealership and they both joined St. James’s Place once they had retired in 2011. Mr & Mrs Connolly have been clients of mine since 2001, whilst I was working at another wealth management firm, however joined me at St. James’s Place in their 70’s.
