"Wealth is not his that has it, but his that enjoys it"
"Wealth consists not in having great possessions, but in having few wants"
"Time is the most valuable thing a man can spend"
- Laertius Diogenes
"The glow of one warm thought is to be worth than money."
"I don't care too much for money for money can't buy me love"
- The Beatles
"Simple, genuine goodness is the best capital to found the business of this life upon. It lasts when fame and money fail, and it is the only riches we can take out this world with us."
-Louisa May Alcott, Little Men
"And though I have the gift of prophecy, and understand all mysteries, and all knowledge, and though I have all faith, so that I could remove mountains, and have not charity, I am nothing."
"Not he who has much is rich but he who gives much"
"Life is what happens to you while you are busy making other plans"
"I pity that man who wants a coat so cheap that the man or woman who produces the cloth shall starve in the process"
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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All clients are unique, and advice provided is specific to their circumstances. The details provided in each case study are limited and you should not assume that the advice provided would apply to you because your circumstances may be very different.
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