Searching for peace of mind

It’s tough. One minute you are happily living life to the full with your partner of how ever many years and then suddenly things change. You are alone with a significant amount of money and no idea what to do next.

After one of our client’s husband died she felt vulnerable and stressed. She was confused about some of the financial decisions that needed to be made and didn’t know what to do next.

We helped her to explore all the possibilities to ensure that her financial position would be secure.

We also worked with her solicitor to make sure that everyone was fully aware of any legal complications that may have arisen.

She now feels more financially confident and definitely has the peace of mind she needed.