Financial Advice in Times of Grief
Paul came to see us in 2016 after the death of his wife because the finances were in a confused state and he needed help. He is a busy head teacher now aged 47 and has two teenage sons who live at home. His mother and late father became clients in 1992 and his mother aged 76 has now been a client for 26 years. His brother and his wife have also been clients for many years, but Paul remained aloof and he now regrets not being in touch many years.
"You feel like a valued customer and human being, and not just another number or name on a spreadsheet"
Paul - Birmingham
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