Who we work with
We work with people through the ups and downs of life. Whether it’s the death of a loved one or going through a divorce, we can help them see the wood for the trees and make the best out of a difficult situation.
Inheriting from a relative is a double-edged sword. Much as the inheritance may help financially, it is no replacement for the loss of a loved one. It also comes with a sense of responsibility to ensure that the money is used wisely. Often people inherit at a stage in their lives when they are financially secure and possibly already exceeding the threshold for inheritance tax themselves. We can help mitigate their liability in various ways, providing you with an additional income during retirement or ensuring that as much as possible will pass to the next generation.
Divorce is a painful and costly business for all involved. We can give a clear picture of how your finances will look moving forward. Helping you to plan and recover. Once a financial settlement has been agreed we can help plan for a brighter future, ensuring you get back on track financially as soon as possible.
We also work with clients who are approaching retirement to ensure that all their hard work over the years will pay off. Now is the time for them to do what they’ve always wanted to do, but not had the time or money to do it.
At the same time, there can be a lot of anxiety around retiring; how will they feel about not going to work any more? And are there sufficient funds to do all the things they want to do?
They may be:
- Keen to make sure they will have enough money for the lifestyle they want in retirement.
- Wanting to pass on their wealth to their loved ones.
- Concerned about the performance of their investments.
- Wanting to enjoy their lives now.
We want to fully understand what you want from life in retirement. We will take time to get to know you, then help you to identify how your finances will enable you to meet your challenges and achieve your goals.
Our aim is to give you peace of mind and the security that comes with knowing that you have the solutions in place to meet your goals.
Request your FREE Consultation
Call us on 0117 3259690 or complete the contact form below to arrange a free telephone consultation.