You may well have lots of questions. You may feel overwhelmed.

At this difficult time, Peter will help guide you through the painful and sometimes complicated steps in managing your finances.

Peter had first hand experience of receiving financial advice when his Dad died in 1980. He therefore understands the benefit of working with a financial professional at difficult times in our lives.

For over 20 years, Peter has provided financial advice to people who find themselves in these circumstances. He has sifted through policy documents and statements and explained to clients which are important and what they mean. He has helped his clients to understand their current financial position.

As far as any future planning is concerned – that can wait until you are able to think about such matters. There is usually no need to rush – decisions can be taken at a pace set by you.

We adhere to the Financial Vulnerability Charter, which means we are a safe pair of hands when you are in a vulnerable situation like this. Peter will always lend a compassionate ear for you to talk to.

Further information about this charter can be found here.

We treat our clients as friends and we’re always available by phone or email.

Let us ease the burden on you. Let us answer your questions and work with you.

Get in touch to arrange a no obligation phone call or meeting to take the next step.