Helen wanted to make the right financial solutions were in place to support both her and her family’s financial future. So, this is how we set about making sure she had peace of mind and one less thing to worry about.
Helen never expected to find herself late-forties and getting divorced. She was going through a very difficult time in her life, feeling very vulnerable and having not had dealt with the family finances for a long time she felt ill-prepared to make any financial decisions. She wanted to take control and get her independence back and needed Kilsaran Financial Planning to help make this happen.
We’ve changed some names and identifying details to protect our client’s privacy.
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The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
The advice provided was given after a full evaluation of their specific needs, circumstances and requirements. The solutions provided would not be suitable for most investors and the information provided does not constitute advice.