The ebb and flow of life means everyone faces challenges at some point.
Life-changing events like the loss of a loved one or divorce, inheritance or a business sale can give rise to many complicated financial decisions that may need to be made quickly, often with long-lasting consequences.
We’re here to support you to make these financial decisions during challenging times, keeping your personal values and goals at the fore.
Our role is to be your advocate, helping you to make clear decisions that work for you and your family
Supporting you, whatever happens
Sound financial planning can help you through a difficult phase. We help you plan for major life changes as well as put in place robust arrangements so that, if something unexpected occurs, you need not worry about money.
If you’ve suffered a bereavement, it can be difficult to grasp a complete picture of your finances. We’ll help you to get clear on your financial circumstances, alleviating uncertainty at a time when your attention needs to be elsewhere.
Divorce, even those that are amicable, can cause trauma and disruption. We will support you before, during, and after your divorce to ensure you have a fair settlement and that your finances underpin your ongoing lifestyle choices.
Major planned life events
Major changes to your lifestyle – like retirement – can have a huge impact on your wellbeing. We help you make good decisions before, during and after a major transition to ease anxiety.
When you’re dealing with an upsetting situation or a major life change, a good financial plan will mean you can focus on the issue at hand rather than experience anxiety around money.
Why choose us
We understand that it can be difficult to see clearly when you’re going through a major change.
We help alleviate anxiety and support you to make good decisions when you’re going through a difficult time.
Book a meeting with a member of our team.
As well as our Life Events service, we offer a range of wealth management services that are tailored to meet your exact needs. Your financial planner will help you identify which combination of services will help you achieve your goals.
Pensions & Retirement
We are here to help you prepare for and get the most out of later life.
Inheritance & Estate
Let us help you leave a lasting legacy for those you love.
Let us give you the confidence to support the things you care about most.
Ensuring your investment portfolio underpins your priorities & goals.
Get proactive support to ensure your affairs are managed tax-efficiently.
Life Cover & Protection
Alleviate anxiety by making sure you and your family are properly protected.