Financial Advice for Widows

In many relationships it is quite common to find that one of the parties takes the lead, sometimes solely, in managing the family’s finances. When that individual dies, the survivor may need assistance to both understand what their financial position may be going forward as well as handling investments or pensions that they might be unfamiliar with.

We can help by cutting through the financial jargon and legal issues of dealing with a bereavement and ease the burden of a stressful situation.

Dealing With A Different Life

Over the years we have advised bereaved clients we have found that irrespective of the age of the Widow(er) and the emotional impact of a recent death, there is always an uncertainty about the future which may be complicated further by the need to either look after children, manage a health issue or deal with a career or business problem.

How We Help Widows

In many cases our role in assisting some Widows has consisted of simply researching what the family’s financial position might be and then explaining what the immediate and possible future financial situations might look like. If further assistance is needed we can make recommendations as to possible cash management and investment strategies as well as arranging for relevant financial products to be put in place.

Our services have been used by many legal and accounting firms for their clients and we are happy to work collaboratively with any professionals that the clients may wish us to assist. In all cases, however, we would emphasise the need for a trusted party to accompany the widow(er) in their dealings with us. We find that this reduces the number of questions not asked as part of the financial advice process and avoids the possibility of the client misunderstanding the financial impact of whatever decisions may be taken at or during the advice process.

Questions you may have..

Using Our Services

How We Work

As one of Ireland’s leading financial planning firms based in south Dublin, there’s very little we haven’t encountered to help our clients prepare for. Our experience, technical knowledge and willingness to see things from your perspective means that whatever you have in mind for you and your family’s future we can help you plan the best way to get there.

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What The Aspire Life Plan™ Provides

We look for more than the financial facts and need to understand what shapes your goals and aspirations and how you want to live your future life.
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How We Are Paid

We are a fee based financial planning firm. This means that we can focus on delivering the best advice for our clients needs and aren’t compromised by ties to financial product providers such as investment companies and pension providers.
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Find Out How We Can Help You

Improve your financial future by arranging a call back or online meeting.

Simply book yourself into an appointment at one of our available times.