Supporting you through this time
Life comes with many challenges, some of which can have a significant impact on your financial circumstances. If you’ve recently lost a spouse or are going through a divorce, money worries can cause additional stress during a difficult time. We’re here to help lessen the burden of finding yourself on your own and support you on your journey.
We’ll work with you at your own pace to help you get your bearings on your finances and build a path forward, so you can get back on track and enjoy what’s in your future
You may be asking...
How do I take control of the finances now that it’s just me?
What’s going to happen to my pension?
Will I have to change my lifestyle and my plans for retirement?
How do I find my feet financially?
Will I be ok on my own?
If you find yourself asking these same questions, or wondering about something else, we can help. Find out more about what we can do below, or get in touch.
How we help
Lending an ear
First and foremost, we are here to lend an understanding ear. We will listen to your concerns with sensitivity and give you all the time you need to find your feet.
Taking stock
We will help bring some clarity to your current financial position and help you make sense of where you stand, as well as what actions you might need to take.
Making new plans
When you feel ready to think about the future, we will help you reassess and establish new goals, then build a plan to help you achieve them.
Peace of mind
Above all, we will be here to provide the support and reassurance you need to take control of your finances and move forward positively.
What our clients say…
Don’t just take our word for it - here’s what our clients had to say about us in a recent survey.
100%
of clients believe that working with us has helped or will help them to achieve their financial goals.
100%
of clients would recommend us to their friends, family or colleagues.
100%
of clients were satisfied that we understood their circumstances, objectives and aspirations.
Your journey
The process of working together varies depending on your needs and circumstances. Find out more about what you can expect on your journey with us.
How we workReady to get started?
We’d be delighted to hear from you to discuss your requirements. Simply get in touch using our contact form and we’ll arrange an initial chat.
