Major life events

Going through a major life event is never easy. Whether it’s the loss of a loved one, a divorce, receiving an inheritance or any other event.

You’ll often be left with lots of questions that can be hard to answer alone: What do I do now? Will I be financially secure? And how can I protect my finances?

Our team of experts are here to help you answer any difficult questions you may have during these periods.

By discussing your current situation, challenges and long-term goals, we can help you secure your financial future. We’ll work with you to create a plan that works with you in mind to help you through these, often unnerving, times.

Here’s what we’ll do:

  • Discuss, at length, your aspirations, objectives and concerns
  • Support you through the difficult steps involved in these events
  • Create a solution that works specifically for you
  • Be available every step of the way
  • Help you through all of the complicated paperwork involved.

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      Annetts & Orchard is a trading name of Annetts & Orchard Ltd. We are authorised and regulated by the Financial Conduct Authority. You can find Annetts & Orchard Ltd on the FCA register (FCA number 820272) by clicking here. Registered in England & Wales (11503291).

      Please note that the value of investments may go down as well as up and investors may get back less than they invest. Where these pages refer to investment performance it should be remembered that past performance is not a reliable indicator of future performance. The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details can be found by clicking here.

      The guidance and/or advice contained in this website is subject to the UK regulatory regime and is therefore restricted to consumers based in the UK. The FCA does not regulate tax or estate planning.

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