I needed to understand, and then sort out, my wider financial position. My primary concern was to determine if moving out of our large family home to something smaller and more manageable was a viable option. I also wanted to understand the different plans and investment portfolios my husband had built up over the years.
I was looking for the support of an adviser I could trust, one who could devise a solution that would help me to get organized and provide clarity on my future.
I made contact with Carrington Investments and arranged to meet Mike. In the first meeting, he talked me through their process and explained how he could act as my trusted adviser to provide the perspective I was looking for.
He took time to understand my current situation, the way our affairs had been structured and what was important to me. We talked through the different plans and portfolios my husband established to his death. I expressed that I wanted to gain control of our investment.