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.

Learn how we make a difference

I now have peace of mind that my pension is being incredibly well-managed. I wouldn’t hesitate to recommend Simple Solutions to anybody wishing to have their finances reviewed and managed well.

Lou S

Simple Solutions were excellent, I felt very confident with them. Thanks to the advice I received, I was able to bring everything together and take the option of retiring early, with the confidence I could fully enjoy my retirement.

Robin W

I feel I am in the right hands financially. I continue to work with Don and his team and look forward to more years working together, knowing I’m receiving the right advice and watching my investments mature and grow.

Paul D

With Don and Declan’s help, we have built a stable financial future. Knowing we can trust them for the best advice leaves us free to plan our future, and sharing those plans with the team has ensured we have the resources to make it secure.

Julian & Beverley

When my wife sadly passed away, the critical illness cover Don had organised paid off our mortgage. Several years later I married again, and we both greatly value Don and Declan’s advice on our financial affairs.

Brian D

With the benefit of hindsight, we can honestly say that we wish we had taken financial advice much earlier. We now have peace of mind, having removed the sense of ‘what if?’, and we’re very pleased with the level of financial returns.

Ian & Helen

Both Don and Declan’s advice was always given with a full explanation (both verbal and written documentation) and I now feel in a position of financial security.

James H

Simple Solutions Financial Planning is a trading style of Simple Solutions Financial Management Ltd, which is authorised and regulated by the Financial Conduct Authority. You can find Simple Solutions Financial Management Ltd on the FCA register by clicking here. Simple Solutions Financial Management Ltd is registered in England. Company registration number: 06920858. Registered address: The Base, Dallam Lane, Warrington Cheshire WA2 7NG.

The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.

The Financial Ombudsman Service is available to sort out 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.

The Base, Dallam Lane,
Warrington, Cheshire