Find out about a professional and experienced financial adviser
Wealth, just like your health, must be carefully preserved. Your assets need to be protected against the potential threats of erosion by taxation, the effects of inflation and investment risks.
When you retire you still need food and shelter as an absolute minimum, but of course you will want to maintain the lifestyle to which you have become accustomed, so unless you can guarantee a large inheritance or windfall, then you need to provide yourself with a secure income for the rest of your life.
Professional financial planning is the process which aims to help you realise your ambitions - whatever they may be.
Often, people save for a specific reason and it's usually the safest way to build up a pot of money.
Most of us face being taxed on our income, our capital gains, and in some circumstances the value of our estate when we die.
There are events we can all face that have the potential to completely transform our lives. It’s a difficult issue to think about, but imagine the impact on you and your family should the main earner in your household die or become seriously ill. It may not happen to you – we hope it doesn’t – but it might.
Every business needs to protect itself. For most businesses the most valuable asset it has is its people. Without them, a company’s survival could be at serious risk.
From high interest savings accounts to cash ISAs, this savings search engine will help you compare savings accounts.
Monitor your investments on the Transact platform.
PLEASE NOTE THIS DOES NOT CONSTITUTE ADVICE AND THE FIGURES SHOWN ARE PURELY A GUIDE AND MAY FLUCTUATE.
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