Windfall
A windfall is typically a sum of money received (normally unexpectedly) that could change someone’s life.
A windfall might come from a number of sources: redundancy, a competition or lottery win, a bonus from work, or gifted by a family member. Depending on the amount, you might spend it on travel or material things, you could invest it, or you could do both.
A sizeable windfall might bring some additional challenges and responsibilities. Are there family members who need a helping hand financially? Are you now potentially leaving an inheritance tax bill to your loved ones?
If you’re in the fortunate position of receiving a windfall, consider taking financial advice before you do anything with it. If you invest it wisely it could change not only your life, but the lives of others.
It’s all part of a process that we call Life Landscaping®.
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We’ve been using Mark and his team for many years and are so impressed with their caring professional service. We fully entrust our risk management and retirement planning with them. It is a comfort to know that our investments are in good hands. BR Wombourne
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Mark has been our Financial adviser for 16 years, and during this time, Mark and his team have acted in a thoroughly professional yet friendly manner. We trust him implicitly and have seen our investments prosper. We would recommend Unity, wholeheartedly, to anyone needing financial assistance and advice.CC Evesham
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I needed some help with retirement planning and found Mark and his team to be reliable and friendly to deal with. I received sound and practical advice which has given me peace of mind with my retirement saving.RB Redditch
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