Support in bereavement

Sue McNeill

I’ve been taking advice from Taylor & Taylor for five and a half years, when my husband died. He’d always looked after our financial situation. As he said, his ‘contribution’ to the household.

When he died, my main concern was how I was going to control the budget. I didn’t realise that if I wanted to live the way I wanted to live I would have to take some advice from someone who knew all about it.

When I first got in touch with them it was Chris only and well, he actually put me at ease as I walked through the door. I realised that this is somebody I could talk to, because you’re talking about pretty personal things; about my aspirations and how I actually wanted to lead my life.

My daughter lives in Australia, and I like to see them twice a year, but that all costs money. Although I could exist day to day on my income, I would need to be dipping into my savings to go to Australia each year, and that’s a finite resource!

My husband and I used to go annually, and every two years they would come over to us, but once my husband died, I decided I was going to go over twice a year. Family’s so important and a five-year-old and a nine-year-old grow up so quickly that I think it’s important that they know who their Granny is, and I get the delight of chatting to them and helping them to grow up to be nice girls, which they are.

Working with Chris and Ross has given me confidence to realise how much I can spend. I think that’s so important, because bereavement saps your confidence initially. All of a sudden, it’s like losing half of you. I would walk into the office and get big smiles; it’s like going to have a meeting with friends.

I think the best thing for me, working with Taylor & Taylor, is that I wouldn’t say I feel part of the family, that’s not quite right, but I do feel I can tell them absolutely anything. I’ve been so delighted with the support I’ve had from Chris and Ross. I would certainly recommend them to other people, and in fact, I have.

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I wouldn’t say I feel part of the family, that’s not quite right, but I do feel I can tell them absolutely anything. I’ve been so delighted with the support I’ve had.

Speak to a member of our
team today

01204 365 165

info@taylortaylor.co.uk

Taylor & Taylor Financial Planning, 94 Chorley New Road, Bolton, BL1 4DH