In addition, they often bring emotional stresses, which can be just as tough to deal with.
Bereavement, for example, may mean not only the sad loss of a loved one, but perhaps also for the first time a daunting responsibility for the family’s wealth and financial decision-making.
Stepping away from a senior position, or from a business built over many years, can also have several subtle consequences in addition to the more obvious financial ones. These might include anxiety and uncertainty over a loss of authority, status, purpose and identity, for example.
We are experienced in providing our clients with the support and confidence they need to work through these difficult situations, because our approach to your financial life planning is concerned with your wellbeing as well as your money.