Going through a major life event

You’re heading in the right direction

Life doesn’t always go to plan. Sometimes, we’re forced into situations we’ve never experienced before. Selling a business, losing a loved one, redundancy – they’re all overwhelming and can push us to our limits.

Although your finances may not be at the forefront of your mind, seeking financial advice as early as possible is one of the best decisions you can make. Whether you need a sense check on your pensions and savings or perhaps Inheritance Tax advice, we give you the confidence that everything will be ok.

How we help

By working with us we want you to have more confidence and clarity of what’s possible. And this is how we achieve just that…

Understand your options

You may be wondering how much money you should spend, or whether now is the right time to invest. We use our experience to help you make the right decisions.

Cashflow modelling

We overcome your nerves by providing a clear picture of your future finances, taking into account income, expenditure and future assets and liabilities.

Invest your money wisely

If you’ve received a large sum, you may be feeling overwhelmed. We will provide investment advice based on your risk profile and future goals.

Long-term planning advice

Even after everything has calmed down, we’ll stick around. That’s the beauty of working with us – we’re here through all the ups and downs.

"We first contacted Ross to review our finances after my husband received a terminal diagnosis. Ross understood our difficult situation and then, with empathy and consideration, took time to understand and talk us through our priorities and options."

Sheila, Suffolk, July 2023

"When my grandma was in a state of ill health, Ross provided us with fantastic advice regarding my grandma's situation. He has continued to provide us with investment and mortgage advice."

Lawrence, Buckinghamshire, January 2023

Let’s chat…

Whether you have a question about our services, how we work, or anything else, our team is ready to talk.