Providing clarity, guidance and support when life changes unexpectedly
Change can come in many guises and it can often be very scary. During our lifetime we may experience varying and difficult types of change. It may present itself as the loss of a loved one; either through death, or perhaps divorce or critical illness, you may experience being made redundant or being incapacitated through injury or an accident or have to take on a caring role and difficult decisions for aging parents.
Whatever the circumstances, you may find yourself in a situation that you do not feel adequately prepared for.
At these times it’s comforting to know that you have a team to turn to for advice and support. With years of knowledge and personal experience, we can help guide you through the processes, ensuring you have a clear understanding of everything and making sure your needs are met by the team around you.
We also have tools to help prepare now for these situations. Our Notes on Life Planner is a digital solution for collecting and storing all of your important information. It acts as a go-to for a loved one in difficult times. If you would like to download a copy of our Notes on Life Planner, please click HERE.
I had just retired and due to unfortunate circumstances, soon after found myself widowed. I was daunted by the responsibility of taking charge of our finances and worried I would not have enough money to maintain my lifestyle. Our affairs were unorganized, and to be honest, I really had no idea where I stood.
I needed to understand, and then sort out, my wider financial position. My primary concern was to determine if moving out of our large family home to something smaller and more manageable was a viable option. I also wanted to understand the different plans and investment portfolios my husband had built up over the years.
I was looking for the support of an adviser I could trust, one who could devise a solution that would help me to get organized and provide clarity on my future.
I made contact with Carrington Wealth Management and arranged to meet Mike. In the first meeting, he talked me through their process and explained how he could act as my trusted adviser to provide the perspective I was looking for.
He took time to understand my current situation, the way our affairs had been structured and what was important to me. We talked through the different plans and portfolios my husband established to his death. I expressed that I wanted to gain control of our investments.
Mike explained everything clearly, ensuring I understood and did not feel rushed to make any decisions.
We discussed a number of different options and agreed a way forward. My investments were simplified and consolidated into a single plan, customised to my needs.
I now have a clear understanding of where I am today and what I can afford. I’ve sold our old home and moved to a smaller property, with peace of mind that I have enough money for a comfortable retirement. I have also been able to set aside money for my children and grandchildren’s inheritance.
The regular communication and updates I receive from Carrington ensure I’m always fully informed, meaning I’m no longer bewildered by our finances and investments.
Until my husband’s death I never realised how complicated our finances were. Carrington provided me with the clarity I needed. I really like their approach and I am so pleased with the final outcome. I now have a clear picture of my financial situation today and for the future, and I know my portfolio is actively being managed. With Carrington managing my finances, I no longer need to worry.
Explore Case studies
Taking the guess work out of investing
Being financially experienced doesn’t mean you have the time to manage everything yourself
Supporting you and your business
Putting your company’s surplus cash to work to support its long-term future
Your Team of Experts
Bringing together trusted professionals to provide advice that works seamlessly around you
Saving the planet one fund at a time
Investing in companies helping to create a more sustainable future
Helping you sell your business
Helping business owners understand what they need from a sale and plan confidently for life beyond the business
Saving for a rainy day
Building good saving habits today to create greater security, flexibility and opportunity for the future
Sharing the family wealth
Helping you pass wealth between generations while providing security for the whole family
Spend time with family
Helping you understand when you have enough to achieve financial independence and live life on your terms
Protect against the unexpected
Helping protect you and your family financially when life doesn’t go to plan
Getting you financially organised
Bringing your finances together so you can feel in control, enjoy your money and focus on what matters to you
Planning for your retirement
Helping you understand when you can retire and giving you the confidence to enjoy life on your terms
