Financial Windfall Advice.

Financial Windfall Advice

I have recently inherited some money, how best do I manage this?

We have recently come into a lump sum from an inheritance and want to ensure we manage this effectively and really allow this to help improve our financial position. We would love some advice on these concerns:

After arranging a meeting with our team, we have been able to provide clear advice and guidance around:

I’ve sold my business, what should my next steps be?

After a recent business sale and a large cash sum, our client is looking for advice around how best to manage this large amount, ensure the right decisions are made and ensure financial stability. A meeting with our adviser has identified the following queries:

After a meeting with our team, our client now has clear direction around:

Disclaimer: General advice only