Widowed: Mrs Shirley Simpson

Shirley’s Situation

Freedom Financial Business owener case studyShirley’s husband Steve sadly contracted cancer at the age of 70. After a short illness he passed away and his untimely death meant that Shirley was left to cope with her grief and the confusion of her own financial planning. Steve had always dealt with the family’s financial affairs.

Reassurance that her money would last!

Case_Study_-_single-again-shirleyShirley contacted, Freedom Financial Planning who had looked after Steve’s investments for a number of years. Shirley was invited to an initial meeting at their expense. Nick, an experienced Financial Planner, explained that Freedom Financial Planning could help ensure that Shirley would never run out of money, even in the event of a future catastrophe, such as poor health. Indeed this was something they did regularly for women who found themselves in the same emotional and confusing situation.

In subsequent meetings, Nick explored practical ways to help Shirley rebuild her life. They worked together on a Lifetime Cashflow plan which set out a budget and reassured Shirley that she had enough money to replace her car when necessary and go on holidays with her friend Lucy, when she was ready!

Defining what was now important in Shirley’s new life…

Using the Kinder Institute “Evoke” process* Nick was able to help Shirley start to adapt to her new life. Slowly Shirley was guided through a tried and tested method of defining of what was now really important to her. She thought about what lifestyle she wanted to lead and started to gradually make it happen. This gave her new vigour and energy for the future which had been drained from her after Steve’s passing away.

When Shirley was ready, Nick explained the maze of pensions, bonds and investments in easy to understand “plain English”. By combining her money with her aspirations, Shirley had a clear plan of where she was going. A set fee for the service, regular phone contact and an annual review meeting gave her the know-how to take control of her financial planning with confidence.

“ I have always been nervous about financial advisers, who would always try and sell us an investment product. Nick actually listened to what is important to me, has reassured me about our money and provided my unique plan with purpose for the next stage of my life …”

Freedom Financial Planning can reassure you about your money and your future.

Are you looking for help with your Financial Life Planning? Take the first step and call Andy or Nick on 01663 747000 for an Initial Meeting at our expense, or email us to request a callback.


Freedom to choose…