Your Life Stages
Whatever stage of your life you're at we will put in place the foundations for your future and financial security
Your financial priorities and goals change during key stages in your life. As you progress through life, your outlook will evolve and you will need to adjust your finances accordingly.
Our job is to make your money work better for you, no matter what stage of your life. We look at your current financial position and talk to you about what you would like to achieve in the near and more distant future, listening to your concerns and then making recommendations that match not only your lifestyle, but also your future aspirations.
We have identified three key phases of your life to focus on how we will put in place the foundations for your financial security and future, and make things easier as you progress through life:
Accumulation Phase
Clients at this stage are likely to still have a mortgage, dependent children, car loans and possibly other commitments.
Approaching Retirement
Approaching retirement is all about planning, predicting your income needs in the future, reviewing your existing pension arrangements and addressing shortfalls, as and when they occur.
Post Retirement
Clients who approach us for post-retirement planning face a wealth of options available to them and there is now greater flexibility in the pension arena than ever before.