A financial makeover is just the job

Senior partner at Chessman & Partners, Mike Baughan, describes how he untangled a complex investment situation. Celia Williams was deeply affected by the death of her husband. At 83 and partly disabled, she had relied on him to sort out the finances over a 60-year period and their not insubstantial capital had been invested in a variety of ways. Frank Williams had been something of an investment dabbler and the paperwork filled a filing cabinet and a bit more. Things had now changed however. With a relatively large property to look after and a reduced widow's pension from her husband...