The Grants’ story
David and Fiona Grant married in their mid-20s. David’s parents had been long-standing clients and the couple had sought our advice when buying their first property.
A few years later, once settled in their second house, their “forever home”, children Calum and Eilidh came along. We continued to provide advice and we suggested some appropriate changes, updating the family’s financial plans as well as making relevant changes to Wills for David and Fiona.
Sadly, aged 35, Fiona was diagnosed with an aggressive form of breast cancer. Although devastating, the insurances in place allowed Fiona to give up work as well as paying for the family’s dream holiday to Disneyworld while Fiona was fit enough to enjoy it.
As well as setting up savings plans for Calum’s and Eilidh’s futures, David and Fiona had put in place robust plans for the eventualities that we all hope will never come.
The family was devastated by Fiona’s death shortly after her 38th birthday. Calum was 10. Eilidh was 8.