Life changes fast
When something happens to alter the course of your life, our financial planners offer a steadying hand on the wheel.
Get in touch
When something happens to alter the course of your life, our financial planners offer a steadying hand on the wheel.
Get in touchLife moves on
Families change shape, our financial plans change with them.
From birth to bereavement, managing an inheritance, or working through a divorce, certain points in our lives force fresh decisions about how we arrange our affairs.
We can advise on separation and forging a newly solo path. Or embracing a blended family in a second marriage. How to provide for a disabled relative. And where to invest a sudden inheritance.
When life takes an unexpected turn, knowing where to go for sound advice is half the battle.
At every stage, financial planning can help alleviate the stress of these situations, and more.
With a combination of practical and emotional support, we will work with you to identify your long-term goals, then put a plan in place to help you achieve them.
We’re on hand to tackle everything from splitting assets and investing lump sums to the day-to-day business of budgeting and managing the bills.
Outdated financial plans won’t work anymore. We can help you craft new ones.
We know the path of your life is not linear.
When you’re facing an abrupt change in circumstances, our financial planners can explain your options and chart the best course through.
Ending a relationship and need advice on asset splitting? We can help you get a fair settlement and model a stable future.
Entering a new marriage and want to ensure previous children are financially protected? Let us draw up a trust for them.
Not sure how to invest an inheritance? We can create a portfolio matching the risk you wish to take.
At every life stage, when you need support, our financial planners are a safe pair of hands.
Modern families can be complex - births, marriages, disability, divorces, deaths. Modern wealth planning brings clarity.
We can advise on the impact of remarriage on your personal finances, optimise your tax affairs, or set up trusts to secure inheritance rights for children from a previous relationship.
We can review settlement options, including for the marital home and pension entitlements. We can explain the pros and cons of asset splitting, advise on investing lump sums, and help you plan your financial future post-divorce.
From managing an inherited share portfolio to how to invest a large bequest, and what to set aside for a rainy day, our financial planners will guide you through your options with sensitivity.
Frequently-asked questions about financial planning during a life change:
Out-of-date financial plans help no one.
Our financial planners will ask about your current circumstances and recent life changes. We will forecast how long your money will support your lifestyle, in a variety of scenarios.
Our financial planners can also help you invest to preserve and grow your wealth.
44%
Of marriages end in divorce (i)
55 to 64
Age group most likely to receive an inheritance (ii)
3 million
Number of widowed people in the UK (iii)
We’re ready to listen. Get in touch and arrange a free consultation to find out if you could achieve your goals with financial planning.
The value of investments and any income from them can fall and you may get back less than you invested.
The value of investments and any income from them can fall and you may get back less than you invested.
