I’ve been diagnosed with an illness; how does it affect me and my family’s financial future?

You need reassurance and to hear those five important words: “It will all be ok”

Coping with the aftermath of being diagnosed with an illness can be one of the toughest things you ever have to go through. You’ve got the worries about your health alongside the financial stresses of what will happen to your family.

You might be left unable to work for several months or perhaps have been given the devastating news that your illness is terminal.

We know that it’s a difficult topic, but we will help you deal with the financial implications of your illness and communicate in a way that is empathetic to your situation and ever-changing needs.

Managing this plan with you forever

The first thing we’ll say to you is “don’t worry”, and we mean it. During what is already an emotional time for you and your family, we want to alleviate any additional stress and figure out a plan.

We’re in this with you for the long term and are committed to delivering a financial plan that puts you in control and makes you feel like a weight has been lifted off your shoulders.

Our clients have spoken

Delivering outstanding service is at the heart of everything we do, and we’ve been overwhelmed by the positive feedback we’ve received.

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of our clients would recommend us to family, friends and colleagues


believe working with us has helped or will help them to achieve their financial goals and aspirations


were very satisfied that we understood their needs, goals and aspirations