I’ve lost a loved one, what do I do now?

It’s a difficult time for everyone involved and you just need someone to turn to

Coping with the death of a loved one can be overwhelming and the last thing on your mind is to sort out their finances. With everything else you’ve got to organise, you just need someone to take control and do what’s best for you.

It’s normal to worry about what will happen to your financial future and to feel a little lost, especially if your loved one took control of the finances. It can feel like a minefield, with ISAs, pensions and investments all over the place.

But by talking to us, you will be making the first step in the right direction and help to secure your financial future.

Managing this plan with you forever

You need someone who will understand what you’re going through and go through the process in a calm and caring manner. That someone is us.

It might be difficult to talk about the future, but we’ll work at a pace you’re comfortable with to ensure a plan is put in place that gives you financial confidence.

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