We never know what’s round the corner – a sudden physical or mental illness or injury can feel completely overwhelming.

It can also mean your financial circumstances are more vulnerable for a period, precisely when you need peace of mind. If you have recently been diagnosed with cancer, or another acute or chronic physical condition, we recognise that you may need additional guidance and practical advice from a trusted source when making financial decisions.

Please ask us for additional support; we are here to advise and support during difficult circumstances. We offer practical, appropriate advice to manage your finances from the time you’re diagnosed to recovery.

In the event of a sudden life change such as bereavement or illness, having someone with you for emotional support is reassuring. We welcome other family members, healthcare professionals such as carers to accompany you to meetings with your us.

All personal information about changed circumstances or health is treated in the strictest confidence.

Help with pre-existing conditions

If you have a pre-existing or lifelong physical condition or disability, such as a visual, speech or hearing impairment, we can offer additional support to help you access our services.

This can include providing fully accessible wealth accounts, in braille, audio formats or large print. To find out more please get in touch.

Anxiety and depression

Most of us worry about money, from whether we overspent on our holiday to whether we’re putting enough into our pensions. But a sudden, unforeseen crisis, such as losing your job, a cyberattack on your business account or a serious accident, can affect your mental health as well as your money.

Worrying about how you’ll cope can cause anxiety, insomnia, depression and even paranoia. It may be more difficult to make financial decisions and manage your money. We care about our client’s mental and emotional wellbeing as much as their financial security. Talking in confidence to us can reassure you and help you to regain control.