• Recently Widowed

Case study example

Our client had recently lost their spouse having been married for many decades. The client found that not only did they have to deal with the emotional strain of their loss but to manage finances and wealth that they had never previously dealt with.

The couple had previously accumulated a sizeable portfolio of assets over their working lives prior to their retirement, however, the client realised that their late partner had mostly managed their assets aside from a number of bank and building society accounts.

Upon appointing PAS Financial Planning our processes helped prioritise important financial decisions in a clear, concise and rational manner. We helped to assess the various options available and gave context to the impact of any decisions made – both now and also the potential future consequences of financial planning decisions.

Our aim was to provide our client with support and security, allowing them to focus on other priorities whilst empowering them with regard to their financial future.