• PROVIDING COMFORT AND SUPPORT THROUGH TRANSITION

  • PEACE-OF-MIND AND CLARITY WITH A HUMAN APPROACH

12

FINANCIAL ADVICE FOR WIDOWS & WIDOWERS

Losing a life partner is traumatic whatever the circumstances but there is never a time when future planning is so important. Dealing with the finances may be the last thing on your mind, but without good advice, you can find yourself in financial chaos. Few are prepared for the complexity of planning that follows and it’s a more important time than ever to be able to rely on the empathy and knowledge of others to guide you.

We offer empathetic yet straightforward and honest financial advice to widows and widowers who are not sure where to being, doing whatever we can to make the new journey easier.

Lost a partner and don’t know where to start with the paperwork?

Not used to making financial decisions, or unsure which ones your partner had already made?

Unsure what support you are entitled too after the death of a partner?

Need a new life plan that you hadn’t been prepared for?

Looking for a guiding hand to talk you through your options?

Wish there was someone trustworthy to deal with the third parties on your behalf?

LIFESTYLE FINANCIAL PLANNING

INVESTMENT PLANNING

INHERITANCE TAX PLANNING

REASSURANCE WHEN YOU MOST NEED IT

SUPPORT THROUGH TRANSITION

Dealing with the tidal wave of financial decisions can be overwhelming, but we will hold your hand as much as you need, to ensure that your future is protected. From insurance to settling an estate and considering whether to stay put or move to a new property, we help you plan your next steps to ensure that you still have the best future possible, albeit a different one to the one you may have planned.

TAKE YOUT TIME AND DON’T RUSH BIG DECISIONS

Our main concern at this time is you.

Grief is more than just an emotion. It’s a biologic process that affects your whole being, including your ability to make rational decisions.

Some financial decisions can wait until you are ready to assess where you are at. We’ll help you with those that are more urgent, but our advice in the early days might just be to wait and start to heal.

As soon as you are ready to talk, we are ready to listen.

FINANCIAL ADVICE & FUTURE PLANNING

EMPATHY AND UNDERSTANDING WHILE PUTTING YOU ON A NEW PATH

HERE’S WHAT WE’LL DO:

  • We provide comfort and peace-of-mind at a time when everything else may feel confused
  • Before even looking at your finances we want to get to know you first and build a genuine relationship based on trust and confidence so we can support you through this transition
  • Although some conversations may be difficult, we will do our best to put you at ease and to understand your situation
  • If you know where all the paperwork is, we help you manage it. If you don’t know, we help you find the details you need. The important thing is that you don’t have to worry
  • We help you settle any payments that need to be made while protecting your own finances at the same time
  • Once we know where your finances stand we will then put together a cashflow plan to make sense of your financial situation
  • We’ll move on to future planning and adapt, or develop, your lifestyle financial plan
  • Your life plan will offer solutions to any obstacles and give clear strategies to achieve your long-term and short-term goals
  • Once you are happy with our recommendations and your plan is in its master version, we look to implement it and set up the financial products we have recommended to meet your life goals
  • Life is changeable, but we will have entered an ongoing relationship of trust. We will regularly review your life plan, guiding you every step of the way so you have the confidence in it moving forward

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    The guidance and/or advice contained within this website are subject to the UK regulatory regime, and are therefore targeted at consumers based in the UK. Global Financial Ltd is a member of Best Practice IFA Group Ltd which is authorised and regulated by the Financial Conduct Authority. Details can be found at www.fsa.gov.uk under reference number 506634. Global Financial Ltd is registered in England, no. 00922704.

    The Financial Ombudsman Service (FOS) is available to handle individual complaints that financial services businesses and their clients are unable to resolve. To contact FOS please visit us at www.financial-ombudsman.org.uk