Chartered Financial Planner Ian Cook of Quilter writes in the latest issue of Financial Planning Today magazine about how he helped a widow in Scotland in her early 50s plan for the future after the tragic, untimely death of her entrepreneur husband. 

The Planner Casebook for Financial Planning Today magazine looks at how Mr Cook helped a recently bereaved widow plan for the future.

The complexity of Financial Planning often becomes apparent when life throws unexpected challenges and this is certainly true with Rosie, a 51-year-old Edinburgh-based director.

Having suddenly lost her husband, a keen motor sports enthusiast, she found herself thrust into a range of financial complexities while still grieving.

The case study outlines how Mr Cook navigated this intricate landscape to tailor a plan aligning with her immediate needs and long-term aspirations, which had changed dramatically due to the death of her husband.

Ian Cook works for national wealth manager and Financial Planner Quilter at its Farnham office. He specialises in personalised Financial Planning for high-net-worth clients. He has worked in financial services since 2002, following a career change after leaving the British Army.

You can read the case study article in the latest issue of Financial Planning Today Magazine.

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