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Stages of Financial Life

Where we can help you.

Stages of Finanical Planning

*Long Term Care advice is referred to another adviser within the Quilter Financial Planning Network

*

PROTECTING WEALTH:

Protecting you and your family’s standard of living against the unexpected.

CREATING WEALTH:

Ensuring you maximise your standard of living for when you do not want to work so hard.

RETAINING WEALTH:

Retaining more of your hard-earned money legally and ethically.

PROPERTY WEALTH:

Ensuring the right arrangements for your home, second home, buy -to-let or commercial properties.

(Commercial mortgages are on a referral basis)

MANAGING WEALTH:

Making the most of tax-efficient investment opportunities so that money is available when you want to spend it.

PRESERVING WEALTH:

Preserving the value of your estate for the benefit of your family

YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE.

 

THE VALUE OF PENSIONS AND INVESTMENTS CAN FALL AS WELL AS RISE AND YOU CAN GET BACK LESS THAN YOU INVESTED.

 

TAX TREATMENT VARIES ACCORDING TO INDIVIDUAL CIRCUMSTANCES AND IS SUBJECT TO CHANGE.

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