We help widows make smart decisions with their money.
Having worked with dozens of widows, we've seen it all.
We've found that many widows just want to know if they're going to be financially okay, but find it difficult to make sense of all the financial paperwork.
That's why we work specifically with recent widows, to help you make the smart decisions about your money.
We help you with:
• Dealing with probate, solicitors, banks, pension and insurance companies
• Sorting out vital claims forms and insurance policies
• Working out what needs to be done now and what can be done later
• Put together a financial plan to help keep you on track to achieve your current and future goals
We provide a simple and easy to understand fee-based financial planning service to widows who may not have the confidence, expertise or experience of managing significant amounts of money, least of all during periods of emotional upheaval.
We ensure you are in a comfortable and safe place that is built on trust and understanding.
Brian was fabulous. He explained all the financial information at my level so that I understood. There was no jargon or information going over my head or any anything hidden. I trust Brian implicitly.
I knew nothing about finance. At Jones Hill they took the time to educate and inform me and to learn about me and my needs in order to give me the best advice. I always felt comfortable asking questions, even though they might have been quite basic and at they end of the process I felt able to make an informed decision.
Brian listened to my personal circumstances, and offered practical advice as to what I should be thinking about and most importantly doing. The most important thing I liked about Brian is that he did not try and push me to make any immediate decisions, given my very cautious nature about my money, I was able to proceed at my own pace. I now have a financial plan, and an understanding of what should be achievable.