Susan's story

Building a secure financial future - with Aetas Partners

“It was hard to deal with personal loss, and navigate the complexities of inheritance”

I was devastated to lose my mother just over a year ago to cancer. As a divorcee with two children, it was a tough time for me emotionally and financially. However, I recently inherited £800,000, primarily from the sale of my mother’s house. This was a significant sum of money that I had never had before, and it left me feeling anxious about making the right decisions for my family’s future..

Decisions, decisions…

With the inheritance, I had several choices, each with its own set of pros and cons. I could use the money to:

Move to a new house, which is something I had long wanted to do with two growing boys,
Pay off or reduce my mortgage,
Set aside some money for school fees,
Go on a dream holiday,
Or invest the capital.

From overwhelm to reassurance

Feeling overwhelmed and unsure of what to do, a friend referred me to Aetas Partners.

During my first meeting they reassured me that I didn’t need to make any snap decisions, because the first step was for me to understand and articulate the lifestyle I want now and in the future.

They took the time to listen and helped me realise what is most important to me. Once we’d completed this conversation and recorded the details, they introduced me to other members of the Aetas team.

Together we created a comprehensive financial plan that addressed all my concerns.

Practical advice

Will and Lasting Powers of Attorney: To ensure the security of my children’s future, we updated my will to reflect the changes in my financial situation and put lasting powers of attorney in place with a professional attorney. This provided me with peace of mind, knowing that my children would be taken care of if something should happen to me.
Insurance: We also strengthened and improved insurances that would pay a lump sum out in case somethings happened to me.
Mortgage: My adviser helped me explore different options so that I could reduce my monthly outgoings.
Investment: Lastly, they advised me on how to invest a portion of the inheritance which helped me achieve my goals, which included the boys’ education.

From difficulty to peace of mind

"Thanks to Aetas, I was able to turn a difficult moment into an opportunity to secure a better future for my family. They helped me understand how my money could work for me, earning interest and growing over time. It was something I couldn't have figured out on my own.

By creating a comprehensive financial plan, I could move forward with confidence and optimism. Instead of feeling anxious about my newfound wealth, I now had a roadmap to follow, tailored to my family's specific needs and aspirations.

Aetas gave me the tools and support I needed to make the right decisions, and I am forever grateful for their help in building a solid financial foundation for me and my children - and the peace of mind this brings me".

Susan

Aetas helped me to understand how to use my money

Using their Lifetime Legacy Builder™ framework

Foundation

Working with Aetas Partners was a game-changer for me. They helped me understand how my money could work for me, earning interest and growing over time. It was something I couldn't have figured out on my own.

Planning

The best thing Aetas did for me was to provide financial security and a clear plan for my future. Instead of feeling anxious about my newfound wealth, I now have a roadmap to follow, tailored to my family's specific needs and aspirations.

Legacy

With the guidance of my Aetas Wealth adviser, I felt confident in the decisions I was making. I knew that I was building a solid financial foundation for myself and my children. The reassurance about our future was invaluable.