When life changes unexpectedly, we’ll build a plan around your goals, family, and future, helping you feel secure and ready for what’s next.
Facing an unexpected bereavement or divorce can be an incredibly challenging time. You might be wondering how you’ll manage financially, especially if a partner previously handled all the planning, or if assets like your home aren’t solely in your name.
We’re here to help you move past the initial shock, supporting you to feel secure while looking after you and your children’s future.
We’ll help you gain a clear understanding and control of your financial position, from everyday expenses to assessing assets, empowering you to manage your money.
Together, we’ll build a robust plan to help you maintain your desired lifestyle, including the holidays you enjoy, so that can pursue personal goals and objectives without worry.
Beyond immediate needs, we’ll implement Inheritance Tax planning and an overall strategy to secure your wealth, allowing you to create a meaningful legacy for your children.
Consistent, sensitive advice is central to our approach, ensuring your financial plan continues to adapt to your life changes, providing continuous reassurance as you move forward.
The Financial Conduct Authority does not regulate estate planning or tax planning.
We’re one of only a handful of UK firms to offer financial guidance with no initial fees. By removing the upfront cost barrier, we help you access the expert support you deserve. Explore our example-based charges, designed to reflect different goals, levels of wealth, and approaches to investing.
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