Major life events can bring significant financial decisions. Whether you have inherited money, are dealing with the financial impact of losing a loved one, planning for care costs, or facing another important life change, having a clear financial plan can help provide confidence and clarity during uncertain times.
Life doesn't always follow a plan. Some events arrive unexpectedly, while others can be anticipated years in advance. Whatever stage you are at, understanding your options and seeking the right advice can help you make informed decisions that support your long-term financial wellbeing. For milestones, such as drawing a pension or investing for children, explore our life moments hub.
Life Events and Financial Decisions - We can help you with..
A personal approach to financial advice
Many of the most important financial conversations happen during significant life changes. They often involve family, long-term planning and decisions that can shape the future for years to come.
For over 35 years, we have helped clients navigate major life events with thoughtful financial planning and personal advice. By combining technical expertise with a genuinely personal approach, we help people make informed decisions with confidence.
For planning further ahead see our IHT Planning and Executor services.
Capital at Risk
Capital at Risk
Please do remember that as with all investments, your capital is at risk. Tax treatment depends on individual circumstances and may be subject to change.
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Some of life's most important financial decisions arrive unexpectedly. Others can be planned for years in advance. Whatever brings you here, our goal is to provide the guidance, support and expertise you need to make informed decisions for yourself and your family.
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Awards & Testimonials
Lucy Smith
Senior Investment Manager
"Lucy has always made me feel comfortable and assured, when making investment decisions. She is clearly incredibly knowledgeable, and yet has a skill of explaining this knowledge in clear and simple terms.”
Eve, London
James Dunn
Partner, Head of Investment Management
"Through his extensive knowledge and experience, he is able to advise and guide in all investment and savings matters, and explain clearly to someone with little knowledge in these matters."
Alison, East Sussex
Jonathan Drysch
Partner, Associate Planning Director
"In recent years, my family have needed a comprehensive understanding of our complicated financial landscape. We wanted to optimise returns on our savings and formulate a robust plan for retirement and provide financial support to the wider family. Jonathan and his dedicated team have played a pivotal role in bringing a conclusive end to this journey, offering invaluable insights and strategic solutions. We extend our sincere gratitude and anticipate a valued partnership for the future."
Client of Jonathan Drysch
Paul Martin
Partner, Esher Branch Manager
"Taking time to really understand my requirements now and later in life, my approach to risk, and the lifestyle I hope to maintain. Paul explains the markets and his investment decision in layman's terms which inspires confidence in his advice."
Lisa, London
Investors Chronicle & Financial Times
Wealth Manager
5* Winner
Investors Chronicle & Financial Times
Selective ISA Provider
5* Winner
Investors Chronicle & Financial Times
App
5* Winner
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