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Pensions
Planning for your future is just as important as living for now. Perhaps you have never really thought about retirement, after all, it's a long way away for most of us. However, making proper plans now can reduce what you need to save later to have an enjoyable life after work.
The more you can do when you are younger, the easier it will be to retire when you want to.
We work with our specialist partners at St James Place Wealth Management to provide you with tailored pensions advice. Please use the contact form in order to let us know that you would like to get some advice on pensions and we will put you in touch.
Investments
Do you have long term goals? Most of us do. Planning ahead can make those goals more achievable.
It could be for a child to go to university, or for a big family holiday, or just simply to get a better rate of return on your savings.
We work with our specialist partners at St James Place Wealth Management to provide you with tailored investment advice. Please use the contact form in order to let us know that you would like to get some advice on investments and we will put you in touch.
Estate Planning
For most, just a basic Will won't be enough to protect the assets that you have managed to build over the years.
Estate Planning can help ring-fence your financial position and ensure that your assets can move quickly and seamlessly to the next generation.
Estate Planning doesn't just include tax planning, but also provision for decision making through Lasting Powers of Attorney, which can be essential when someone loses mental capacity at any stage of their life.
We partner with St James' Place to provide bespoke Estate Planning services.
The Financial Conduct Authority does not regulate Will Writing & Estate Planning.
