Having first been introduced to FPC in 2014 through a mutual friend, Amanda discovered the depth and breadth of support provided by the firm when, in 2017, the team rallied around to hold her hand through divorce proceedings.
Amanda explains: “I felt safe with FPC – very much listened to and empowered. During a very difficult time they helped me recognise that I would be okay by enabling me to take control of my situation. By sharing their knowledge, they helped me make my own choices, for myself; they were never forceful – just understanding.”
“The process the FPC team took me through looked at everything including a review of my Will to reflect my changing circumstances. They introduced me to one of their trusted solicitor partners and, once everything was tidy, went on to review my financial assets and investments and provided advice regarding considerations such as the family home. They introduced me to an accountant and mortgage advisor too.”
“My ex-husband had a lot of investments in an area of which I had no knowledge, so FPC helped me explore areas that were new to me to ensure I was making informed decisions in relation to relevant assets from our marriage.
“As we worked through everything together, the various factors were identified and allocated to the financial plan we were building. In this way, I felt increasingly reassured; amounts were ringfenced for investment, for a home, a sum to live on and so forth. Seeing all this live on my AIMS lifetime cash flow model in a visual form helped me plan for the future with real confidence.
“If ever my growing courage and self-belief wavered, they supported me and helped me re-discover it. With regular scheduled reviews and always on the end of the phone, the team continue to (always) answer my questions, find me a solution, or someone to help.”
I felt safe with FPC – very much listened to and empowered
“FPC cautioned me at the start that it would take two years for my finances to settle, and that was entirely right. Now, several years later, I have fully transitioned into a new life, things are amicable with my ex-husband, and our three children know they can also call on the FPC team for support with their own financial planning.”
“It’s this holistic approach to looking after financial affairs that is so special, cements the sense of family created with the firm. Indeed, I don’t feel like a business client because the FPC team has become like family.
“Over the past decade, I have grown in confidence in step with some individual members of the FPC team who have developed professionally themselves in that time too.
“Throughout the divorce process, FPC allowed me to fly when I felt strong enough to do so and stepped back in when I needed support – this was immeasurably valuable. They helped me move into a new lane in life and continue to make sure that everything ticks along – for all of us.”
FPC Managing Partner, Moira O’Shaughnessy, comments: “It has been an absolute pleasure and privilege to help Amanda take charge of her financial future with optimism and confidence. Financial planning is a continuous and dynamic process. We have continually learnt and grown together as we have helped Amanda navigate the inevitable changes that have arisen along the way.
“Despite the significant economic challenges of recent years Amanda remains in a secure position and firmly in control of her future. We look forward to remaining at her side for the next chapter!”
