Losing a loved one is undoubtedly a time of great emotional suffering. For many, this suffering is compounded by financial worries.

 

There are important financial decisions to make, some of which may need urgent attention if the loss of your partner's income affects you immediately. However, other decisions will require careful consideration and should not be rushed into.

 

 

Many couples divide up their financial responsibilities. If your partner managed the household finances, their death may leave you dealing with confusing and complex financial matters at an already difficult time.

 

 

If you rely on your partner's income, you may also worry about how you will cope financially and the impact the loss will have on you and any dependents.

 

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We take pride in getting to know our clients very well. Our highly experienced and sympathetic advisor and support staff provide a professional, supportive service to help answer your questions, alleviate your concerns, and share the burden with you. We understand how financial worries can compound the difficulties of grieving, and our aim is to help you identify your short-term and long-term options, understand which ones are right for you, and ultimately build a sense of financial confidence for the future.

 

Our work together will help you answer questions such as:

- Will my lifestyle need to change now?

- Do I need to sell my house?

- Will I still be able to retire when I planned?

- What should I do with a lump sum payment or inheritance?

- Am I entitled to my partner's pension?

- What policies, plans, investments, and savings am I entitled to?

- What can I spend on a day-to-day basis?

- How can I protect my finances?"