annabel

case studies

annabel in action

The following case studies demonstrate our commitment to meticulous planning, proactive communication, and a client-centric approach, ensuring a stress-free experience for our valued clients.

  • brown leatherbound notebook next to a white keyboard laying flat on a mahogany desk

    retirement transition

    This case study demonstrates how we supported a recently retired City professional in transitioning from a busy corporate office to an efficient, well-organised home environment.

  • three cloth covered folders fanned out on a table demonstrating how annabel can help you prepare your affairs for legacy planning and peace of mind

    the handover file

    This case study showcases how annabel’s comprehensive service tailored to gathering an individual’s essential home, legal and financial documents and information critical for legacy planning into a secure document - The Handover File – gives you, and your family, peace of mind.

  • 5 old fashioned keys with heart shaped holes looped on a large metal keyring lying on a worn wood surface

    home downsizing

    This case study demonstrates how annabel delivered a seamless moving experience for the client through meticulous planning, expert management of the disposal of a lifetime of belongings and conflict resolution.

  • a floral arrangement of white flowers tinged with pink arranged with dark green leaves against a white background

    memorial reception

    This memorial reception required meticulous administrative support to ensure the event was executed with precision and respect for protocol, allowing the family to focus on the memorial itself.

  • a passport lying open showing lots of entry and exit stamps from different countries placed on a green table

    project passport

    A couple, both British and American nationals, residing in France sought assistance in applying for a British passport and turned to annabel for support with the process.

  • approved mortgage application with a brand new shiny silver metal key on a chain

    complex mortgage

    This case study underscores the value annabel can bring to a client in terms of delivering proactive financial management and navigating complex lending scenarios. By maintaining detailed financial records and working closely with key stakeholders, we delivered an efficient and effective solution for our HNW clients.

  • in front of an old wooden door stands an old fashioned bicycle with a worn white painted box attached containing a bottle of red wine, a baguette and a chequered brown and white picnic cloth

    project le move

    This overseas move effectively showcases our expert communication skills, ensuring a seamless settling-in period for the client in the UK through building trusted relationships with them and all the key stakeholders involved in the move.

  • a stack of hardback and paperback books on a white washed wooden table

    project library

    This project reflects our commitment to understanding and listening to client needs, exploring creative solutions, and delivering tailored results, no matter the challenges.

  • shiny new desert spoons, teaspoons and forks in a clean new wooden cutlery insert in an open white kitchen drawer

    two week move

    This case study effectively showcases annabel’s expertise in managing complex logistical move projects within tight deadlines, ensuring client satisfaction and a seamless transition.

  • a black and brown dachshund dog stepping out of a dog travel case

    project pet travel

    This project highlights our expert research skills in providing a cost-effective solution to pet air travel across Europe.