The worst thing that can ever happen to your family is a member passing away no matter what age they may be.  Whether it is sudden or expected it will resonate for years and can have devastating effects on those left behind. 

In the early days you may not feel like tackling the job of getting something as trivial as the financial affairs in order but ignoring this can quickly escalate and add to the already considerable pressure experienced.  Simply put, there is never a good time.

You may have life insurance claims to make or have a pension that will provide death benefits, the claims process can be tricky and many providers may require grant of probate or letters of administration in order to release any payments.

Whether or not someone left a will can also complicate the matter further (see our section on wills) and most estates will need to complete an inheritance tax form whether or not a taxable estate was left.

At Financial Fortress, we have sadly helped clients on many occasions dealing with the whole process beginning to end.  Your adviser is highly trained and extremely understanding that this is a very difficult time for you all.  With minimal fuss, they will arrange for speedy payment of any policies and can certify documents providing the required identification that most providers will insist on.  If any trusts are involved, we will also liaise with providers to have them unwound appropriately.

Where probate or letters of administration are required, we can provide you with the applications and inheritance tax forms and help you complete them accurately, first time on a face-to-face basis.

Some state benefits may be available such as bereavement payment, bereavement allowance or widowed parents’ allowance and we will advise you on making these claims also, taking care of the entire process.

Ready to build your Financial Fortress?

All clients will receive a no cost and no obligation pension review!

Speak to one of our specialist pension advisers. We can go through your pension withdrawal options in more detail and help you understand

Authorised and Regulated by the Financial Conduct Authority

What Our Clients Say

Excellent

Based on 74 reviews

Ian W

February 6, 2023

I couldn’t recommend Financial Fortress more highly if you’re looking for financial advice. Wayne has been incredibly helpful and taken the time to talk everything through in great detail to make sure we have all the information we need to make the right decisions. Give them a call today!

Anthony Parker

January 26, 2023

Just spent a very informative 90 MINS with Wayne Musker of Financial Fortress regarding my impending retirement. I am always weary of such institutions when dealing with my finances,and go into these situations with the view that they are only out for their own gain. Wayne quickly made me feel very comfortable, through his professional manner and explanations in terms,that were easy to understand. If Wayne is the standard to which Financial Fortress aspire,then I would have no hesitation in recommending this individual and his company to anyone requiring financial advice

Michael Thomspon

January 19, 2023

Wayne and the team are amazing, sorted out my pensions and private health care. Trust them completely, thanks again.

Rachel RIGG

November 30, 2022

I was recommended Malcom from Financial Fortress by a friend and I can understand exactly why they were so pleased. Mortgages are not something I enjoy dealing with and Malcom completely took the pain out of it. He looked for the best deal for me, dealt with all the form filling. He was available to answer questions any time. He explained the jargon and was patient when I had other things to deal with. I will definitely be keeping his number for next time I need to remortgage. One thing I really liked was he is not a pushy sales person but a genuinely good mortgage advisor with your best interests at heart. Really pleased, highly recommended. Thank you

Padraig Confrey

November 3, 2022

Supurb, friendly advice. Wayne cuts through the financial jargon and simplifies the subject matter leaving you with a better, more clear understanding. Highly recommend!

Joshua Parkes

July 21, 2022

Recommended by a friend who spoke very highly of financial fortress. I have very little knowledge on all things finance and Wayne was very helpful in answering all my queries and giving me independent advice to suit my current financial position. He was very helpful and the first session was free which is great! Looking forward to working with you again soon! I will also be utilising your services such as mortgage advisors when buying a house. Would recommend to anyone!

Chloe Benson

February 2, 2022

We came to financial fortress for help with our first mortgage and Kieran was amazing and couldn't have helped us anymore. We have since re-mortgaged and didn't think twice about going back to Kieran for advice. We have undoubtedly asked some ridiculous questions but Kieran has been nothing but patient and helpful. Made our lives as stress free as possible with his prompt responses and organisation!

MrWhoisjoegill

January 11, 2022

Would highly recommend Financial Fortress if you are looking to get a mortgage. Kieran guided us through the whole process as first time buyers professionally, helping us understand and navigate purchasing our house. He was quick to respond to any questions and queries no matter how big or small, and worked with the other parties to make sure things moved along smoothly. Having recently remortgaged our property, we had the same excellent service - quick to help out and lay it all out so we could choose the best option for us. Thanks Kieran!

Rob Wilcock

December 16, 2021

Fortress were recommended to me from a good friend and after a couple of consultations I totally understand why. Wayne was patient with my questions and clearly explained all of the options presented to me. Very professional and most importantly I felt I could trust them with my investments.

ziv kaner

December 9, 2021

We are first time buyers and had no real idea what were all the different steps and requirements for getting a mortgage. Malcolm presented us with all the info that we needed and helped us choose the product that is right for us. He was always available to help and quickly answered any questions.