Financial Advice for the Recently Bereaved
Recently bereaved…
Financial Advice for the Recently Bereaved
Recently bereaved…
Unfortunately, at some stage, every family will experience bereavement.
How the process works
The loss of a loved one whether expected or sudden can often leave us in despair, with financial planning the last thing on our minds. Yet, by ensuring that your financial affairs are in order for this eventuality or they need to be sorted out in the months afterwards, having a trusted team behind you to provide advice and a guiding hand will take away that one huge worry.
Equally as important is planning life ahead which can be a daunting prospect in such difficult times. We work with many clients who have had to face this tragic situation including Tonia Roberts, featured in our video, who sadly lost her beloved husband to cancer. Her situation is very relatable, one we hope we never have to face; we are pleased to have been there for her every step of the way.
We work closely with Executors and the legal profession to take the stress out of managing estates and getting through to grant of probate by providing reliable financial advice for the recently bereaved. Implementing careful and informed planning often helps to take away the fear of the future.
“My husband died in 2001 and for me it was a huge learning curve having to deal with the financial aspects of life! With the help of Louise Oliver and the team I feel confident in the future for myself and the family. We are dealt with as one family unit and have benefited greatly from their expertise.”
Jenny Bullock
We tailor your solution to your circumstances
“My husband died in 2001 and for me it was a huge learning curve having to deal with the financial aspects of life! With the help of Louise Oliver and the team I feel confident in the future for myself and the family. We are dealt with as one family unit and have benefited greatly from their expertise.”
Jenny Bullock
We tailor your solution to your circumstances
Some interesting facts about bereavement
59%
Of UK adults have not written a will*. This equates to 31 million people, whose property, financial and other assets could be left to someone they have not chosen when they die.
32%
Of those who have not written a will yet and are age 75+ haven’t even started thinking about it*. Worrying.
12%
Of adults in the UK had an LPA in place before the Covid-19 Lockdown*.
*According to research carried out by Canada Life in 2020.
Some interesting facts about bereavement
59%
Of UK adults have not written a will*. This equates to 31 million people, whose property, financial and other assets could be left to someone they have not chosen when they die.
32%
Of those who have not written a will yet and are age 75+ haven’t even started thinking about it*. Worrying.
12%
Of adults in the UK had an LPA in place before the Covid-19 Lockdown*.
*According to research carried out by Canada Life in 2020.
Book your free 30 minute consultation
Let us help you achieve your life goals by thinking ahead today...
Book your free 30 minute consultation
Let us help you achieve your life goals by thinking ahead today...
Get in touch
If you would like to find out more about planning for bereavement, please get in touch with us using the enquiry form below giving us an indication of your current situation and requirements.