P r a c t i c a l F i n a n c i a l S u p p o r T / f o r I N D I V I D U A L S A N D F A M I L I E S
When a business is left in your hands
Support after the loss of a husband, wife or partner.
Losing a husband or wife can leave you responsible for a business you may have had little to do with, surrounded by advisers who need decisions at the hardest possible time.
Whether you are looking for support yourself or for a family member, or you are an adviser thinking of an introduction, this page is written for you.
Someone in your corner
Support means someone sitting alongside you in those meetings: helping you understand what is being said, asking the questions that need asking, and making sure you have the full picture before any decision is made.
You do not need to become a finance expert overnight. You simply need someone in your corner who is, and who is there only for you.
HOW SUPPORT HELPS
There is no rush and no jargon. Everything moves at your pace, and your advisers’ pace does too.
For solicitors and accountants
This support sits alongside your advice, never in place of it. A client who understands what is being discussed can make decisions with confidence, which often makes your work easier. Everything is handled with discretion.
When you’re ready
An initial conversation is free and without obligation. It can be with you, a family member, or your adviser, whichever feels easiest.
I work alongside your regulated advisers. I do not provide investment, legal or regulated financial advice, and I do not replace your accountant, tax adviser or solicitor.
Sarah Daly FCCA, TMITI, M Inst D, MBS, BBS (Acc), MSc Business & Executive Coaching · Fellow of the Association of Chartered Certified Accountants · Member of the Irish Tax Institute · Member of the Institute of Directors
