In this episode of Money, She Talked, Sally Beresford, a financial planning partner from Tilney’s Manchester office, tackles the often-difficult conversations about what happens if you die or become seriously ill? We live in a world where anything can happen, so it is important to consider your situation if the worst-case scenarios do happen.
Sally is joined by Alex Lee, a client and friend, to discuss her story and why her and her husband Ronnie were so thankful to have had those tough conversations sooner rather than later.
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Highlights of this episode
4:16 – What happens if you fall off the ladder and can’t get to work anymore?
5:50 – Sally brought ‘the awkward conversations’ to the forefront – what happens to your partner and children if something serious was to happen?
8:11 – “I remember getting a text message one evening to tell us what had happened to Ronnie.”
10:01 – “…Completely out of the blue… Ronnie at 42… you just don't expect things like that to happen.
15:53 – Alex tells “everybody to get critical illness cover because [Ronnie] is the last person that you would have expected that to happen to… if it can happen to him, it can literally happen to anybody.”
Helping our clients protect themselves and their families against the unexpected is at the heart of what we do at Tilney. If you’d like to talk about your specific circumstances and find out how we can help, please do get in touch. Give us a call on 020 7189 2400 to find out more or book an appointment for a free initial consultation.
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If you have any feedback about the podcast or ideas for future episodes, we would love to hear from you. You can get in touch by emailing email@example.com or calling us on 020 3811 3625.
This article was previously published on Tilney prior to the launch of Evelyn Partners.