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Financial Planning
August 2019
Establish financial and lifestyle goals
Financial Planning
August 2019
  Gathering information and developing your strategy Evaluating your financial and lifestyle goals in greater depth is essential if you want to get a picture of your future responsibilities and aspirations. Read full article
Financial Planning
August 2019
Visualise your future
Financial Planning
August 2019
  Reaching a state of complete financial well-being Financial well-being ultimately comes from achieving financial security and independence. When you’ve reached a state of financial well-being, you’ve got to a point where you have a sufficient level of income for your lifestyle needs, enough capital to give you peace of mind, and the knowledge that whatever happens you, your family and business are fully protected. Read full article
Financial Planning
August 2019
Creating a total wealth solution
Financial Planning
August 2019
  Don’t forget, unwritten goals are just wishes If you do not know where you are going on your journey, how will you know when you arrive? This is very true about the importance of having financial goals. You need to set financial goals to help you make wise financial decisions, and also as a reward for your efforts. Goals should be clear, concise, detailed and written down. Unwritten goals are just wishes. Read full article
Financial Planning
August 2019
Plan for the life you want
Financial Planning
August 2019
  Asking questions that will shape your future No two people have identical financial circumstances, which is why it’s essential you have your own total wealth solution that meets your individual needs and goals. Planning for financial success can be complicated in today’s world. A broad knowledge of everything from complex retirement and investment products to risk management strategies and tax laws is required. Read full article
Investment
August 2019
Investing in Your future
Investment
August 2019
  How to build wealth that stands the test of time Long-term investments tend to be less risky in the end. By investing for the long term, you are committing to your investments, and history has shown that this strategy can pay off handsomely. Read full article
Insurance
August 2019
Protecting what matters
Insurance
August 2019
  Those dearest to us, and those financially dependent upon us If something should happen to you, the last thing you want is for you or your family to be worrying about money. One of the most important aspects of your financial planning should be to ensure that you’ve made provision for your family and any dependents in the event of a serious illness, injury or untimely death. Read full article
Pensions
August 2019
Thousands of retirees in drawdown lack of planning
Pensions
August 2019
  Have you worked out how much you can afford to take from your pension pot? Thousands of retirees shifting their pensions into drawdown are not taking basic steps to work out how much they can afford to take from their pot, putting them at risk of draining their savings too soon, according to new research[1]. Read full article
Financial Planning
August 2019
Planning for every eventuality
Financial Planning
August 2019
  Responding to situations rather than reacting to them As the saying goes, ‘People don’t plan to fail, but they do fail to plan.’ To enable you to achieve want you want to, whether that’s trying to lose weight, getting fitter or securing that promotion, having a plan and being prepared for every eventuality is a great way to help move you closer towards your goals. Read full article
Lasting Power of Attorney
August 2019
Making investment decisions into old age
Lasting Power of Attorney
August 2019
  Seven in ten retirees have not set up a Lasting Power of Attorney More than 615,000 pensioners are on course to make investment decisions into old age but new research[1] suggests tens of thousands have not set up a Lasting Power of Attorney (LPA), with seven in ten (70%) people in retirement not having set up an LPA. Read full article
Financial Planning
August 2019
Stocks & Shares ISA
Financial Planning
August 2019
  Helping you realise your long-term financial goals So you’re looking to accumulate a sum of money by investing. You may have a specific amount in mind. This could be to go towards helping to fund your child’s university fees or to pay for a trip of a lifetime. Read full article