As we all wait to learn more about how we’ll start to move out of the lockdown one thing we know for certain is that the country is unlikely to throw open its doors and return to normality in the immediate future.
The current situation has undoubtedly caused financial and health worries for us all, perhaps now more so than ever. With many working from home, and some with a little more time than usual, perhaps this is a good opportunity to do all of those things we said we would do – if only we had the time.
You may start to consider questions such as:
• Do I have the right financial protection in place for my family?
• Would my business cope if I wasn’t here to lead it?
• How do I best manage and keep track of my cash?
• When do I make/update my will?
Whether you have yet to consider such financial affairs or have existing plans that require review, through our association with local trusted advisors we can give you the opportunity to discuss all or some of the areas as mentioned in our brochure. Alongside your team at William Duncan + Co, our wealth management contacts will provide personal and tailored advice, keep you informed of the very latest news and any changes that may affect your own personal situation, all whilst ensuring you have financial peace of mind for you and your family.
To find out more and for an introduction to our local experts please contact our Client Relations and Development Manager Emma Sloan.