Diana

Following her husband’s passing, James gave Diana reassurance about her financial situation, so she could look forward to her future with confidence.

As her husband had previously dealt with the household finances, his passing meant Diana was suddenly faced with the daunting responsibility of managing her money. She wanted additional support but wasn’t sure where to start.

James began by getting the full story from Diana, including how she needed help and exactly what expenses needed to be paid. As Diana had been retired for several years, she was nervous about moving money. James put together a plan that went beyond helping her financially. He helped set up online banking and liaised with an accountant to deal with Diana’s tax affairs.

James’s advice gave Diana the confidence to pass some of her wealth onto her children, as well as go ahead with selling her home and putting plans in place for a new build retirement bungalow.

Diana is now living comfortably in her new home and the confidence James gave her means she now doesn’t worry about her financial future.

Reflecting on our advice, Diana said: “People tell me I was very brave to go ahead with my house, but I did so with the confidence given to me by James. My house sold, I moved and am so happy in my new small home.”