Recently bereaved

Support at the times you need it most

The loss of a loved one is undoubtedly an emotional shock more than anything else. However, for many people, it can also result in a financial shock, too. At a time when you are already having to make an enormous number of very difficult decisions, facing more paperwork and the prospect of making sense of complex financial arrangements put in place over many years, can feel overwhelming. Particularly so if you weren’t the person who was used to dealing with the money in your relationship.

We will help you to

We understand that making sense of your finances when you are recently bereaved is particularly difficult. And that even asking for help can feel hard.

We have a great deal of experience of helping widows and widowers through this immensely challenging time and can help you:

Review your current financial picture
Understand how the death of your loved one will affect your short-term and long-term finances
Define your future financial and lifestyle goals
Implement any changes you wish to make to your financial arrangements
Help you gain an understanding of what can spend without it affecting your financial security
Gain confidence in your ability to manage your day-to-day finances
Build a plan that ensures you won’t run out of money
Achieve peace of mind

We understand that financial challenges can be felt as emotional challenges at painful times in people’s lives. Which is why we take great care to move at a speed that is right for you, with sensitivity, ensuring we are always there, whenever you need us, for as long as you need us.

Scott came to visit me at home and spent time talking everything through. He was very patient. Everything was done at my pace. After the meeting, I felt relieved that someone was taking care of things for me.

Vicki

Rowley Turton client since 2012

Vicki, Wigston

Recently bereaved

I was scared. I was only 49 at the time and widowed. But Scott was brilliant.

Read Vicki’s story

Our awards

Year after year, we’ve been recognised as one of the UK’s leading Chartered Financial Planning firms.
Find out more about the awards we’ve won.

About our awards

"Rowley Turton have provided decades of excellent trustworthy advice, first to my father, then to me and now to my children. I have recommended them to others in the past and would unhesitatingly do so again in the future."

Martin Sigrist

Rowley Turton client since 2015