What Would Your Finances Look Like If…
What Would Your Finances Look Like If…
5 key ways in which Holland Hahn & Wills help their clients prepare for the unexpected
Retirement
People see retirement as a date on the horizon, but rarely consider how it will affect their lifestyle. Finances aside, the void left by the absence of a routine can be challenging. As financial planners, we are retirement experts and help clients understand the financial impact and the required shift in mindset.
Divorce
This painful life event can be emotionally draining AND costly. A divorce involves significant financial changes – reduction in wealth, distribution of complex assets or maintenance payments. A fresh perspective on managing finances is important, especially if this was not a shared responsibility during marriage.
Change in Employment Status
A redundancy can trigger anxiety and a strain on finances. A personal financial plan is vital to provide both comfort and perspective. After a number of years in a professional role, it is not uncommon for people to seek a different focus or embark on a new career. Such changes can be exciting, but a clear view of the impact on future finances is essential.
Illness / Long Term Care
The emotional and financial toll of caring for loved ones, whether a partner, child or elderly parents, is significant. There are many questions to answer, from varying care options to how long term care should be funded. A good financial planner will weigh up all options, to help clarify the best scenario for the family. This is a highly emotional subject, and a good financial planner will handle such discussions with dignity, respect and clarity.
Bereavement
Despite great grief and heartache, financial decisions follow swiftly after a loss. These could involve discussion over wills, inheritance, trusts or even the future of a family business. A financial planner is able to add value by sharing the administrative burden and helping with complicated paperwork when it all seems overwhelming.
We help people in various stages of life, including those detailed above. We enjoy working with people who trust us to manage their finances, and want to simplify their finances and enjoy their life.
020 8943 9229 | enquiry@hhw-uk.com | hhw-uk.com
This article is for information purposes and should not be treated as advice. Individual circumstances should always be considered prior to purchasing any financial products. For further information please contact your Financial Planner
