You’re recently bereaved

Losing a loved one brings many challenges – emotional, practical and, in many cases, financial too. There may be decisions regarding your finances that need to be taken quickly and with a clear head, which, when you are in the fog of grief, can feel like an impossible task. Or you may have longer-term financial worries, about how you’re going to cope on your own, whether you can afford to keep your current lifestyle, and whether things are going to need to change. Facing complex financial paperwork and big life-changing decisions when you are grieving can feel overwhelming, particularly if you weren’t the person who was used to dealing with the money in your relationship. But we are here to help.

If you have been recently bereaved, you may have questions such as:

  • How much money do I have?
  • Is it going to be enough?
  • What do I need to know about how my life and finances are going to change?
  • Am I going to be ok?
  • Am I making the right decisions with my money?
  • What should I do with the investments / assets I inherit?

If you are asking yourself the same kind of questions, we may be able to help you.

How we help

  • Compassion, support and patience while you adjust
  • Learning and confidence-building around financial matters that you might not have previously engaged with
  • An all-round review of your present finances and the ways they might be changing
  • A plan that takes into account the change that has occurred and that helps you rebuild your life
  • ‘Permission’ to change your spending habits

Supporting you through change

The only certainty in life is change. Find out how we help our clients navigate the emotional, practical and financial challenges change can bring.


Find out more

Your journey

So how does it work? Find out how we take you from initial conversation to successfully achieving your goals.


Our approach