For those who have been bereaved
Losing a loved one is undoubtedly a time of great emotional suffering, but for many people that suffering is compounded by financial worries, too. There will be important financial decisions to make, sometimes urgently if the loss of your partner’s income affects you immediately or you are unsure of how to manage your money. But there will also be longer-term decisions that require careful consideration and must not be rushed into.
Many couples divide up their financial chores. If your partner was the person who took care of the domestic finances, their death can mean getting to grips with sometimes confusing and complex financial arrangements at an already deeply difficult time.
If you have lost the person upon whose income you relied, it can also mean worries about how you will cope financially and the impact the loss will have on yourself and any dependents you may have. The loss of your loved one’s household income may require you to reassess your lifestyle and long-term plans, and knowing where or how to start, can feel impossible in the early days.
As a family-run practice, in business for more than 45 years, we pride ourselves on getting to know our clients very well. Our highly experienced and sympathetic planners and support staff offer a supportive professional service, designed to answer your questions, ease your concerns and to take the weight from your shoulders. We understand the additional impact financial worries can have on your wellbeing when you are grieving. Our aim is to help you identify your short-term and long-term options, understand which ones are right for you and to ultimately build a sense of financial confidence going into 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 an 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?
LONG TERM PLANNING
"Richard has provided expert guidance and advice on efficient, successful saving for the future"
Marcus P, Cardiff, Verified Vouchedfor client review, November 2024
Read more of our client reviews here
Your partner in financial success
We’ve been providing expert financial advice for more than 40 years. Why have we been so successful?
We like to think we’re more than just top-notch financial planners; we’re relationship builders too. As a family-run practice, we’re proud of the trusted relationships we’ve built and the professional, friendly advisory service we’ve provided to our clients since 1978.
If you’d like to find out how we can help you and your business, use the contact form below.