Dealing with life after losing a partner can be confusing and painful. Finances are the last thing on your mind. Our team are here to offer a holistic approach to managing your finances. With a wide range of extensive industry experience, we will take the time to understand your needs and recommend solutions personally tailored to you.
We have been providing financial advice to high-net worth clients for over 30 years and pride ourselves on our comprehensive and transparent approach.
Our experienced team of wealth managers have the expertise to help you with all aspects of your financial planning. From retirement planning, savings and investments, to protection, life insurance and estate planning, they will support you every step of the way.
We offer honest and empathetic financial advice to widows and widowers who are not sure where to begin. Our experienced financial planners work alongside a fully qualified technical support team, and will help you manage all aspects of your wealth, both now and on an ongoing basis.
Our advisers will take the time to fully understand your situation, help you feel comfortable, and learn what your goals and objectives are. This will enable us to provide you with a complete recommendation.
We will gather a full understanding of the assets you have acquired from your partner. This includes areas such as cash deposits, ISA’s (both cash based and stock market based), pensions and National Savings and other investments.
You are in safe hands with our advisers. They will simplify the process and secure you a level of income, where possible, to allow you to achieve your short and long-term objectives. It requires sensitivity and a strong understanding of the issues you are likely to have while also getting to know you and what you are looking for from life generally, as well as financially.
Our service typically includes regular face-to-face meetings to review your situation, assessing any current shortfall levels so we can amend long-term plans.