“Are You About to Receive an Inheritance or Divorce Settlement?”
If you’re about to receive a large sum of money – perhaps from an inheritance or divorce settlement – then you’ll want to ensure that you make the right decisions for your future.
Using our experience of working with other clients in a similar situation, you’ll get to benefit from our tried-and-proven three step system – designed to keep both you and your money safe and secure.
We’ll also partner with you to create your very own ‘Freedom Map’ – so that you can choose the most elegant route to achieving your lifestyle goals.
As you’d expect, we’re fully trained and highly experienced when it comes to putting together financial plans that incorporate lifetime cash flow projections.
These show you – simply – how your money can help you, what capital you need and what your income requirements are – to enable you to live the life you want.
For many people, suddenly coming into unanticipated money creates feelings of fear or heavy responsibility.
Often there’s a deep-seated fear of making the wrong decision – or a need to be seen to ‘do the right thing’ with the money because of where it originated.
We understand that this can be an emotional time – and everyone on our team has been specially trained to help you navigate the journey easily and comfortably.
For this reason we often bring our partner Olivia Stefanino into our client meetings – because she understands that creating the best outcome for everyone is about much more than just the ‘numbers’. Find out more about Olivia here.
“Live the life you want…”
If after that you need any independent financial advice or wealth management services, we can help you with these as well – dovetailing any advice with your financial ‘Freedom Map’ to make things as easy as we can for you.
You’ll also be able to tap into our ‘little black book’ of connections if you need them – whether you’re looking for a solicitor, an accountant or help with property or insurance.
A number of our clients have really come to value our connections – firstly, they come highly recommended and secondly, we’re able to coordinate everything in one place on your behalf, which makes everything much easier for you.
Finally, we promise – no jargon, no mystifying ‘financial speak’ and absolutely no judging or being condescending. (We hate that just as much as you do!)
Want to have a chat? Call us on 01928 622328…
Get in Touch
Ready to get started with your own 'Freedom Map'?
Contact us here… or call us on 01928 622328
