Investor Views: “You Can’t Put a Price on Good Financial Advice”

Private investor Gillian Osborne explains to Morningstar how she has sought specialist financial advice after the death of her husband

Emma Simon 14 October, 2015 | 12:15AM

Gillian Osborne knows first-hand the financial difficulties many people face when they lose a spouse.

“Obviously it is such a difficult time emotionally, the last thing you feel equipped to deal with is sorting out complex financial issues,” she shared. “There were tax issues to address, as well as sorting out an appropriate investment strategy.”

Osborne’s late husband, Gordon, had largely taken care of the couple’s savings and investments while she dealt with the day-to-day household finances.

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
BAE Systems PLC458.00 GBX3.55
National Grid PLC945.00 GBX1.09
SSE PLC1,337.00 GBX1.44

About Author

Emma Simon

Emma Simon  is a financial journalist, specialising in investment and consumer issues, writing for Morningstar.co.uk

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