A bereavement is the hardest time in a person’s life. It’s completely normal to feel anxious about the future; especially where finances are concerned.

You may have not always been the person looking after the financial side of family life. If this role has now fallen on you, it can be difficult to know where to start. Where to begin? What needs to be resolved immediately? What if I’ve missed something?

You’re looking for reassurance: that you and your family will be okay, and that you’ll be able to live life to the full, even when your partner is no longer here. As daunting as the future may feel, working with a financial professional will give you the best chance of ensuring you are both financially organised and secure for the rest of your life. We work sympathetically and patiently with all our clients, especially those who are dealing with a bereavement; we will take everything at your pace and explain our recommendations in a way that is easy to understand.

We follow a four-stage process to help you get financially organised and begin this new chapter of life with confidence.

Understanding your situation

The first step in your journey is an initial conversation and a subsequent meeting that will enable us to fully understand your situation and get to know you better. We will gather details on your personal and financial circumstances, taking into account your existing assets and resources. From there, we’ll discuss your goals and aspirations, as well as your attitude to risk.

Analysis and design of your financial plan

After we have gathered all the necessary details from you, we’ll turn our attention to analysing the information. Once we have completed our analysis, we’ll design your bespoke plan. As part of this, we’ll take into account your tax situation, making sure your assets are placed in the best tax treatments allowed in the UK.

Presentation of your plan

We always present our recommendations, in person, in a simple and straightforward way. You will also get a written explanation of all our recommendations in language that’s designed to be understood. These recommendations can be provided to you by email or hard copy, whichever format you prefer.

Ongoing service

An ongoing relationship is where the real value of financial planning lies. Keeping your plan on track through close monitoring is the most important part of what we do; we’ll arrange regular meetings and conversations so that we can ensure your strategy is fit for purpose.

What our clients say

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If you want to learn more about our services or arrange an initial meeting, we’d love to hear from you. Fill in the below form and we’ll be in touch.

    Find us

    Our offices are located in Melbury House, 34 Southborough Rd, Bromley, Kent, BR1 2EB.

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