- Sorting out my finances following the death of my husband
- Knowing how much I should retain for potential long term care
- Making gifts to my sons now
My husband always used to take care of our finances because he was interested in the stockmarket, moving money around and opening and closing savings accounts. He kept detailed records and had a lot of files and boxes of papers. When he died I honestly didn’t know where to start. My sons helped me but we weren’t sure if we had tracked everything down, and how much there was. I felt overwhelmed
My solicitor recommended Eldon Financial Planning and I met with Jon – I obviously wasn’t the first person he had seen in my position. We talked about my situation and he helped me to decide what I wanted from my money. I felt relieved to have found experts whom I could trust.
We set about tracking down all the various accounts and confirming what had been closed. They explained that it would take a few weeks to complete the detective work and report back to me. Jon went through all the files and boxes to see what I should keep and I was able to clear the room.
Eldon has the latest technology and when it was all pulled together Jon showed me my position on a screen. It was easy to understand. The next step was for him to let me know what I should keep and what could be consolidated to save money, be more tax efficient and reduce the number of holdings that I had.
For me, one of the biggest benefits is that the team at Eldon is going to look after my finances. I won’t be bombarded with confusing paperwork and I have peace of mind that everything is under control. I am happy that I have enough money to live on throughout retirement and I am able to enjoy seeing my family benefit from the effort that my late husband put into building up our reserves.