We then began to build a plan of attack and liaised with her team of advisers – her lawyer and her accountant – on her behalf to work through her financial settlement and to make sure her interests, and the interests of her family, were well looked after.
We then worked closely with this client to ascertain her goals for the future and we created a tailored financial and investment strategy, which allowed her to move on from this difficult chapter empowered by choices.
That was 7 years ago. She is now a very different woman from the one who first called. Confident, assured and secure in her financial future. She has peace of mind and a plan for moving forward.