I had never really taken much interest in our investments, until I was forced to after my husband died. A friend of mine recommended Leeburn Financial Planning. I was conscious that in the past my husband had taken an active interest in the financial markets, but I knew it would be necessary to simplify things, as I didn't want to have to deal with the paperwork or stress if things went wrong.
My advisor at LFP ascertained my attitude to risk or 'loss', and presented an 'introduction to investing', which explained their multi-asset approach and their recommendations for the future. I was reassured not only by their sound academically based investment philosophy, but also their careful, non-speculative approach to investing.
‘After my husband died, I needed to lower the risk and simplify everything so I didn’t have the paperwork or stress’
It was clear going forward that it would be best if I adopted a lower risk strategy than my husband had done, so together we agreed to reduce my exposure to shares, and introduce other assets to reduce the level of risk and increase diversification. LFP also offered to take over all the necessary paperwork and removed any hassle and inconvenience by consolidating all the investments onto their platform. I can now view the value of my investments online at any point and have next-to-no ongoing paperwork and form-filling.
(For confidentially reasons, names are withheld and some of the information in this case study has been changed.)
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