Your Money Friend is here to ease the journeys that we may, or will, take to life’s end.
This includes considerations for writing Wills & Trusts to ensure your wishes and legacies are honoured, arranging Lasting Powers of Attorney to take care of your financial matters and decisions if you are no longer able to, and Advanced Funeral Plan Funding, thereby reducing stress and financial uncertainty for your family on the event of your death. Or, making arrangements to fund better quality residential care.
'We all put off thinking about what might happen in old age, our own or our family's. We know that is a mistake but we still don't arrange anything.
After just a quick talk to Ted I recognised what I need to do and how complicated it might be.
However, I also recognised that Ted can and will help. He is a calm voice when you're not thinking clearly and I will trust him to arrange everything from care to funerals smoothly and without me having to worry about any of it.'
Sally G, Oxford
Having to fund my husband's funeral without a plan was a worry and a strain on my finances.
With the plan I now have for myself, I know that my daughters will not be faced with the same worries and will have the confidence to know my wishes are upheld.
Carol M, Milton Keynes