Going above the call of duty

Good client relationships are built on going the extra mile for clients. Adviser Monica Bradley knew exactly what to do when one of her clients was going through a difficult time...

On more than one occasion, when Monica from Monica Bradley Associates, received that call no adviser ever wants (where their client is terminally ill), she has gone above the call of duty to ensure the client’s mind is put at rest, and everything is in place for when the worst happens.

Hospital visit

Only a few weeks ago, Monica got a call from a client who was in the Mardsen Hospital with only a matter of weeks to live. He had been a client of Monica’s since 2004.

Monica went straight to the hospital to see the client with her Estate Planner. Between them both, they arranged a will and a trust to be in place, as per the client’s wishes. It meant Monica and the Planner went to the hospital on several occasions – even on a Sunday.

Helping the family

Monica supported the client’s wife through the probate and repaying of the mortgage, as well as existing debts that the client had left behind.

Monica also liaised with the NHS regarding the client’s pension and helped ensure all the paperwork was completed as swiftly as possible.

Appreciation

A few months after everything was completed, the client’s wife called Monica and thanked her for all her help as she did not know how she would have dealt with all the legal forms without her assistance.

Protection for the family continued

Monica’s empathy and commitment to ensure everything was done correctly really made a difference to the family. This meant that after her client passed away, the family stayed with Monica, as they knew she would go the extra mile for them.