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.
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
How about a chat?
Let’s get together over an initial phone call and establish whether we’re the right match for your financial journey.
Gerald Pepper Financial Management Limited Registered in England and Wales No. 4179541
Registered Office: 6-7 Castle Gate, Castle Street, Hertford, SG14 1HD
gpfm financial planners is a trading name of Gerald Pepper Financial Management Ltd who are regulated and authorised by the Financial Conduct Authority under registration number 195615.
The guidance and/or advice contained within this website are subject to the UK regulatory regime, and are therefore targeted at consumers based in the UK.
The Financial Ombudsman Service is available to deal with individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit: www.financial-ombudsman.org.uk
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