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Life-changing events are a fact of life, and with them they present both opportunities and challenges.

Whether you experience a change in circumstance directly, or through a loved one, it can often require you to make difficult and rational financial decisions. Whatever your circumstance may be, you can rely on our knowledge and expertise to guide you through the unknown and help you find the right financial solutions for you and your family.

 

Family

Changes in your family circumstances can be exciting, such as buying a home, marriage and becoming parents, but equally they can be emotional and upsetting through circumstances such as the death of a loved one. These changes can often be unfamiliar and require complex financial decisions to be made in a relatively short period of time . We can help you find the best way to save, plan and prepare for these pivotal events, as well as assessing the impact of overlapping priorities such as education, mortgages and saving for retirement.

Divorce

A life-long, happy marriage is a goal for many, but life doesn’t always go to plan. Divorce is a testing and emotionally charged time, when many people put themselves under a lot of stress and worry about their financial well-being. That’s where we can help. From splitting pensions to structuring assets in the most tax-efficient way, our expertise in this area can help to make sure the whole process runs as smoothly and painlessly as possible. Cash-flow planning allows us to look at the life-long implications of the financial decisions made during the divorce, and provide clarity around your future to make sure your finances are on sound footing to meet your needs.

 

Career

A change in career can be an exciting but also a daunting time. You may have been awarded a promotion, be embarking on a brand new profession, or transitioning to self-employment, which means earnings may fluctuate. We can forecast your financial future and work with you to set future financial goals and targets to help you achieve the lifestyle you desire.

 

A Lump Sum

Receiving a large sum of money suddenly and unexpectedly can change your circumstances considerably. Whether it be from inheritance, a business sale, redundancy, a lottery win, the right financial planning advice can help you make the most of it.

Key Contact

Ian McNally
Director
Ian began his career in Financial Services in 1986 Read More

Contact us

If you would like further information about our services or would like to arrange a complimentary, obligation-free telephone conversation or meeting to discuss your requirements, please contact us.

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