I’ve just inherited money, what do I do with it?

When you handle your lump sum in the right way, great things can happen

The first thing you need to do is take a step back. Receiving a large sum of money through inheritance can be overwhelming, to say the least. As the possibilities rush through your mind, it’s easy to get carried away.

If used in the right way, inheritance can change your life and is an excellent way to play catch up. Whether that’s by using it to plan for retirement, buy a home, pay off debts or invest it for the future.

It all boils down to handling your inheritance smartly. But one person’s version of “smart” can be pretty different to others. That’s why you need an expert to take advice from and ensure you do the right thing.

Managing this plan with you forever

We want to ensure that you make the best decisions for your financial future and handle your inheritance in a smart way. We’ll talk about what you want the future to look like and open up a whole new world of conversations.

We’re in this with you for the long term and are committed to delivering a plan and putting you in control by looking at your past, present and future journey.

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