Essential Planning For Bereavement

682 Views   •   5 months ago

Share

We need to talk about death. Both Stephen and Louise are thoroughly experienced in understanding the family dynamic that enables them to provide reassurance and comprehensive financial guidance at critical times.

Bereavement is such a time.

When Tonia Roberts lost her husband to cancer in 2007, for a long time she couldn’t think straight. Her husband, Elwyn, had always managed the financial side of their lives; he’d been a client of independent financial advisers Piercefield Oliver ever since 1999.

“When he died, things changed rapidly,” says Tonia. “Put all your faith in Piercefield Oliver,” my husband said. “They’ll do fine for you. And they do. They were there for me when I needed them. They took over the reins and I didn’t have to think about anything financial. I couldn’t have done it at the time – not even now – and I’m very happy to have someone else help me manage my money.”

“Now, thanks to Piercefield Oliver, I have a nice income and all my pensions and investments are sorted. I haven’t ever had to worry about my finances. I have a say in what happens, of course, but I feel I can lean on them to help look after it all for me. They’ve become good friends of mine.”

Stephen and Louise are Piercefield Oliver and would be delighted to talk through any concerns you may have with the difficult subject of bereavement.

Call 0345 257 8749 to arrange a personal appointment.