Tough Challenges

Life is unpredictable. You will most likely face tough challenges in your life, from divorce to sickness to losing a loved one. We are here to protect you and your family from the financial shocks associated with unexpected events. Our clear advice and dedicated support will guide you through the toughest of times.

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How we help

Support at the times you need it most

The emotional trauma which comes with life-changing events is enough to deal with on its own. Financial concerns can make things feel far worse, particularly if you were not the one who previously handled the finances.

Our experienced and compassionate advisers will answer your questions and take away the burden of managing your finances.

And, at a pace and in a way that you are comfortable with, we will provide you with a long-term plan – one which shows you the light at the end of the tunnel.

“They’re so friendly and approachable. It has just made a world of difference to me.”

Financial protection

Going through a life-changing event makes you aware of the speed at which things can change. It may also make you want to spare your own family from the same financial distress.

While life isn’t always predictable, there are simple things we can do to ensure that your loved ones are protected from the financial impact of you dying, being taken ill or being unable to work.

“I wanted a boutique agency that could cover a broad range of advice.”

Help with navigating your choices

Tough challenges force you to make highly emotional, important decisions. Ones which usually have long-term consequences. Your trusted adviser will give you the confidence you need to make them.

You are likely to have many questions about what you should do next, how much you can afford to spend and what your new future looks like. We use sophisticated cash flow modelling software to demonstrate the financial impact of your potential choices and ensure you make the right decision for yourself.

We are very happy to work alongside your chosen legal and accountancy professionals to ensure you have all the support you need.

Personalised support

As an IQ client, you’ll feel rest assured that our dedicated advisers and support staff will know you, your situation, and your finances. It is our deep commitment to a close client relationship, built around trust, that enables us to be right there with you when life is difficult.

At what is often an emotional and confusing time, it is vital to receive clear communication. You can rely on us to make it simple, providing clarity and simplicity around your finances.

Most importantly, we will be there for you – and your family - whenever you need us and whatever for.

“I’m very comfortable that our kids will be looked after by IQ.”