The loss of a loved one can destablise a family. In our most recent Planner Casebook, Carla Brown FPFS of Oakemere Wealth helps a widow cope with family illness which led to bereavement.

Ms Brown’s client first contacted her for financial advice when she received an inheritance following the death of her father. Sadly, and without any warning, she received the shocking news that the client’s husband had been diagnosed with non-Hodgkin’s Lymphoma.

She worked closely with the client to help her claim on the life insurance policy, accumulating funds from his pension schemes and applying for probate.

The client really appreciated Ms Brown and her team being there for her when she needed them and they have met recently to work through the details of their family financial plan.

Ms Brown is a Fellow of the PFS, Chartered Financial Planner and founder and managing director of Oakmere Wealth Management in Cheshire, a St James’s Place partner practice.

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