Life Stages - Useful Links
Our priorities and goals can change as we go through life, as can our circumstances.
If you're making a commitment by moving in with a partner you may wish to consider budgets and spending plans. Whereas once you're approaching retirement or in retirement then it could be a good time to check pension arrangements and look at savings and investments.
Use our Life Stages Useful Links for whatever stage you're at in life to guide you in the right direction. Advice is then clearly needed to assist you in meeting your goals and this is where we can help.
Where does all your money go each month? Use the budget planner to manage your finances.
Working out your Pension.
Planning your saving and investing, popular savings and investments at a glance and how to make the most of what you have.
All things money-related - from bump to birth and beyond.
Working out which benefits you qualify for and how to claim can often be complicated.
Life insurance, critical illness, private medical cover and dental insurance - do you need them and how to get the best policy.
A lasting power of attorney is a legal document that lets you (the 'donor') appoint people (known as 'attorneys') to make decisions on your behalf.
As retirement nears there are big decisions to make, such as what kind of annuity to shop around for.
Taking the confusion out of choosing a savings account.
What is Equity Release and what to consider.
Making sure your wishes will be met after you die.
Inheritance Tax (IHT) may be payable on a person's estate (the value of what they leave behind) after they die.
The Financial Conduct Authority does not regulate Inheritance tax planning
