The death of a partner is the most difficult time in many people’s lives. Navigating the emotional side of things can be difficult enough, let alone the financial elements.

You’re looking for reassurance. After all, it may well have been your partner who took care of your money. Now they’re gone, it can be hard to know where to start, what to prioritise, and what the future might look like.

Whilst things might currently seem uncertain, we’ll help you to find your feet. We’ll work with you patiently, at your own pace, and ensure you’re making the right decisions for you and your family.

If you’ve been widowed, we’ll assess your current position and help you to feel confident in your financial future. We’ll do this by:

• Understanding your goals

  We’ll firstly take time to get to know you and the things you want to achieve, both now and in the future.

• Evaluating your finances

  We’ll assess your current situation and determine what you must do to meet your goals. This could include analysing your assets, liabilities and cash flow, investments or tax strategies.

• Getting you on the right track

  We’ll recommend changes that will help you get on the right track to achieving your goals. We’ll review your situation regularly and adjust the recommendations, if needed, as your life changes.