Improving your family’s relationships, financial wellbeing and happiness
We’re here to help you identify and best deal with your Family Elephant. We’ll give you the confidence to look at the whole family wealth picture, then start to make the necessary steps to really improve your situation.
We’ll help you create and implement a financial strategy, one that will enable you and the other generations of your family to protect and make the best use of your hard-earned wealth. We know this will result in improvements to the wellbeing of your family - and while families will always have their challenges, we will help you reduce the negative impact of your family elephant.
Don’t just carry on kicking the can down the road. There is another way. So let’s deal with it – together.
We can help with…
With so many wills set up incorrectly, it’s important to understand why – and what to do about it. We’ll help you set up yours in way that’s right for both you and your family.
Powers of Attorney
Not just for later life, we’ll help you use Powers of Attorney to maximise protection for you and your family, whatever your age.
We’ll help you understand the benefits of setting up a trust why it could be the best legal decision you ever make for your family.
Advanced health screening
We all want a healthy long life, and there’s a limit to how the NHS can help. We can provide access to advanced screening, to proactively identify issues and enhance your life.
We’ll provide a secure online vault for you to store your important information in, making it much easier for your family/executors to access.
We're here to help with a myriad of family issues in a simple, logical way. Whether commons problems or ones unique to your family, we can make a positive difference.
Upcoming developments to our website
Welcome to The Family Elephant website! We’ve got plenty of…
The benefit of family financial planning
Each November, Talk Money Week takes place. It aims to…