Life moments
Has something happened in your life?
When there is a change in your life, such as retiring, inheriting money or planning for later-life care, it can be valuable to speak to a Financial Professional to protect your wealth.
Read our stories
Engaging, emotional and practical stories of how we have helped our clients at pivotal moments in their life, helping them become more financially secure.
Making a fresh start after divorce
Read Nicola's story to find out how she helped her clients, Sharon & Patrick during their divorce, handling their assets separately but considering the needs of the family and prioritising their children’s well-being.
A world of opportunities in retirement
Read Simon’s story on how he helped his client, Andrew, see there was a world of opportunities for his retirement, which he can fully enjoy now, by including his sons in their conversations.
Planning for the unexpected
Read Mia's story of how she helped Arthur & Rose as their situation changed when Rose started to have ongoing health problems. Opening up the conversation with their daughters helped everyone feel supported.
Going at your pace
Read Tsitsi’s story of how she helped Laura bring her daughter, Melanie, into the conversation about managing the family's finances following the death of her husband.
Request a call back
Get a better understanding of your current situation and the options available to you, take advantage of a free consultation with a financial expert.
0207 739 8200 (Open Mon-Fri, 9am-5pm)