Financial planning after a loss
Losing a loved one is incredibly hard. The last thing you need is the added stress of financial worries. We’re here to try and ease the burden, offering advice and support when you need it most.
Dealing with finances after the loss of a spouse, partner or loved one can feel overwhelming. We’re here to help, supporting you through the decisions you need to make for your future and offering peace of mind during this difficult time.
How we can help
We can help with everything from sorting out immediate financial matters to planning ahead for the future.
Managing pensions and retirement planning
Estate and inheritance planning
Long-term financial planning
Support you need, on your terms
We’re here to make things as seamless and stress-free as possible for you. You’ll receive personalised advice from an adviser, delivered at a pace that works best for you. Including:
- Remote consultations or in-person meetings dependent on your needs
- Flexibility to work around your needs and schedule
- Step-by-step support at every stage
Case studies: Helping women manage loss
When faced with the loss of a loved one, managing unfamiliar financial arrangements can feel overwhelming. At SPW, we support clients through the loss of their partners, prioritising their financial stability and helping them understand their options.
One client, unexpectedly widowed in mid-life, found herself with over £300,000 from insurance claim payouts and pensions after her husband’s passing. Having never sought financial advice before, she felt uncertain about her next steps.
- SPW helped her invest the inheritance to help preserve it for her daughter’s, and her grandchild’s futures.
- We used cashflow modelling to visualise how the new wealth could provide long-term income.
- We regularly review her finances to accommodate any changes in her needs.
Another client, after losing her partner, faced the daunting task of managing finances for the first time in later life.
- SPW provided step-by-step support to break down jargon and track down key documents.
- We kept both mother and daughter informed to reassure the family that their finances were in good hands.
- We conducted cashflow modelling to understand and adapt to their new lower income
While the loss of a partner is undoubtedly an extremely challenging time, expert advice can help alleviate some of the financial challenges, allowing the family to focus on processing their grief. We're dedicated to providing compassionate support and advice during life’s most difficult transitions.
Investing can help your money grow, but remember, markets go up and down. That means the value of your investments—and any income from them—can rise or fall, and there's no guarantee you’ll get back what you put in.
Personalised advice for life's toughest moments
We’re here to help. Fees and charges apply at SPW.