Life events

Financial planning for birth, bereavement, marriage, divorce and the unexpected

Life is full of big surprises. Some are good, some are bad, but many require a change to your finances. You may have received an inheritance or sold a business. There may be a new child born into the family, or perhaps you have lost a partner through illness or divorce. Whatever life throws at you, our financial planners can work with you to make sure you are doing all you can with your money and other assets.

We can guide you through the unknown

Birth, bereavement, marriage, divorce and the selling of a business can all lead to uncertainty when it comes to money. You may not be used to managing the family finances, or you could be unsure of what you should be doing next.

When these events happen they are often for the first time, so it is understandable to be anxious. Our financial planners help clients in these circumstances on a daily basis. This means we can give you the peace of mind that your financial life is in order while you go through big changes to your personal life.

We can meet you and your family

Our financial planners are used to meeting clients with their partners, children or other family members. If you would prefer, we would be happy to meet you as a group to discuss the best way to proceed when there are changes that affect the family as a whole.

Do you need to talk to a financial planner after a big change in your life?

Book a no-obligation consultation or call 020 7189 9999 to find out how we could help


Estate planning and Inheritance Tax


Long-term care