SUPPORT WITH CARE, CLARITY AND RESPECT

Loss of a loved one.

Losing someone is incredibly hard. On top of the emotional toll, there are often financial decisions to make – some urgent, others long-term. You don’t have to figure it out alone. We provide calm, respectful advice to help you get through the now and plan for what’s next.

CLEAR STEPS FORWARD

How we can help.

We’ll support you to:

  • Understand your responsibilities around estates and inheritance
  • Make sense of any financial changes or new assets
  • Review your own financial plans in light of what’s changed
  • Put protection in place for the future

GUIDANCE THROUGH CHANGE

Services we offer

Savings & investment advice

We can help you balance short-term goals with long-term growth. From saving for a property or looking to begin investing for your future, our team can guide you in making choices that align with your values and ambitions.

Protection planning

You’re building something valuable – and it’s worth protecting. From income protection to life cover, we’ll help you understand what’s appropriate for your situation and what gives you peace of mind.

Inheritance tax planning & trusts

As asset values grow and legislation evolves, careful planning around Inheritance Tax (IHT) is essential. We work with you to minimise unnecessary tax, make full use of available reliefs, and structure trusts thoughtfully - helping you pass on your wealth efficiently and in line with your wishes.

Later life care advice

Planning for care needs, whether for yourself or a loved one, can feel overwhelming. We provide clear, compassionate advice on funding options, care fee planning, and protecting your estate, so you can make confident decisions with dignity and foresight.

You may also benefit from specialist legal support.

Our colleagues at Fogwill & Jones Legal provide expert probate services to help ease the administrative burden at this difficult time. Their trusted team can guide you through the legal steps with care and clarity.

"I’m overwhelmed. I don’t know where to start."

READY TO TALK?

Get in touch.

Speak to our friendly team for expert advice, tailored to your goals.