In receipt of a windfall
Explore how best to use an inheritance or lump sum payout with the help of an independent professional.
You may be...
Feeling a lot of mixed emotions
Receiving a large sum of money can be a deeply emotional experience and deciding how best to use it can come with a sense of responsibility. If it’s an inheritance received upon the death of a loved one, you may still be grieving, or in shock.
If it’s an insurance payout, it may have come at the end of an emotionally exhausting period of time. I advise my clients not to rush decisions in these circumstances. Instead, I advise you to spend time appraising all your options with the help of a finance professional who will get to know you and can offer independent guidance on what’s right for your circumstances and personal aspirations.
With so many options, it’s easy to get overwhelmed and find yourself stuck. I start by helping you establish what really matters to you and what you want to achieve in your life.
From there, I’ll help you determine the options that will best help you achieve your ambitions.
How Emily can help
How does receiving this money affect your plans? I’ll help you make and adjust plans in light of your change in circumstances.
Cash flow planning
Make it easier to visualise and achieve your life goals with the help of sophisticated cash flow forecasting technology.
Make values-based decisions about where money is invested and make a positive impact while you invest for the future.
See below testimonials from my clients