help with

Bereavement & Financial Advice


Our specialist financial advisors can assist you in the short term with wills, trusts and estates with a view to helping you save money and reduce inheritance tax liabilities. They will also help you look to the future to preserve estates or maximise investment returns on any money inherited – ensuring that you are planning ahead for you and your family’s future.

In addition we offer more practical financial lifestyle management services – such as research, renewals and purchasing of insurance, utilities, mobile phone contracts etc.

Clearly we grieve the person we lost, but what many don’t understand is that is only part of it.  We grieve who we were together, all that we shared, and who we were when they were here. We grieve all the important things they have missed, and will miss. We grieve the future we were supposed to have together.

– Joni Roberts