Going through a bereavement
If you’ve been through the loss of a partner or family member, it can be a tremendously difficult time trying to manage your finances. We’re here to help.
Supporting you through this difficult period
A bereavement brings with it many challenges, and trying to cope with financial responsibilities while you’re grieving can feel overwhelming. We can help you make sense of your finances in a way that feels manageable.
Many of the people who come to us for help have had little to no experience of managing their family finances. This is completely normal, and something we can help you feel more confident with in time. This process is different for everyone, and there’s no right or wrong way of getting through it. The important thing is that we’ll be with you as your support system, enabling you to get back on your feet at your own pace.
Here’s how we will help
Taking care of immediate concerns
Things can feel overwhelming to begin with, and it can be tough to make sense of your current financial situation when there are budgeting worries and paperwork to consider. We’ll take care of any immediate financial responsibilities that are on your plate, giving you the space to breathe and acclimatise.
Gain confidence in your finances
Once we’ve got a picture of how things stand, we’ll help you start to find your feet. Whether it’s supporting you with online banking, pension advice or investing safely on your behalf, we aim to steadily build your confidence with money so that the future feels more secure.
Working with professional connections
Our joined-up approach to financial planning means we regularly work with professional connections such as solicitors. We can pick up the phone to deal with matters with them directly - making the process smoother and reducing the burden on your end.
Your trusted financial partners
Most importantly, we’ll be there to support you in your financial choices, at your own pace. We’ll never rush you or apply any pressure – we’re simply here to be a guiding hand and a shoulder to lean on, whenever and however you need us.
