71-year old Robert* is retired, but he still has a couple of years left on his mortgage.

Robert’s wife had always been the one who had looked after the couple’s finances, but she sadly died a few months ago.

Although Robert could still afford to pay his bills, due to grief at the loss of his wife, he began to struggle to stay on top of organising his money.

After he missed a couple of mortgage payments, he got a letter from us asking him to get in touch.

When Robert gave us a call, we listened to his situation and put him at ease. We could see that Robert had always paid his bills on time before his bereavement, so we worked with his lender to agree a plan for him to pay back his missed payments a little extra each month.

We also helped him set up a direct debit, which gave him peace of mind that he wouldn’t miss payments in the future. 

We were also able to give Robert details of organisations that could support him with his grief, and help him manage his finances.

Robert has now cleared his debts and has his money under control.

*The name has been changed, but this case study is based on a real life customer experience. Any options we may suggest will be based on your individual circumstances.

Are you in a similar situation to Robert?

Please call us to talk on 0345 604 0860.

Click here to download Robert’s story as a PDF

If you have recently been bereaved, you may be finding it difficult to manage your finances. For free and impartial advice, you can contact one of the following organisations: