Our probate solicitor recommended Headley to me following my husband’s death. I relied on my husband to manage all our finances and felt overwhelmed at the thought of having to do this myself so soon after losing him. I felt vulnerable and nervous to be putting my financial affairs in the hands of a stranger.
From the very start, Phil suggested a member of my family join me throughout the process, which gave me immediate comfort. Phil helped ensure that my husband’s pensions were quickly paid out to me so that I could have income for the rest of my life.
He also looked at all of the other assets I had inherited and ensured they were set up tax-efficiently. And as I had never invested before he made sure that nothing was too risky, insisting that I retained a large portion of my assets in cash, which was such a relief to me.
With all of the changes in place and regular reviews with Phil, I’m confident that I can live comfortably without worry. I’ve spent some on improving my house and going on holiday and could even help my children. Phil only remained a stranger for the shortest of times and he is now the first person I pick up the phone to when I have any questions or worries.
“I’ve spent some on improving my house and going on holiday and could even help my children... I’m confident that I can live comfortably without worry.”
