milestones in life

There are so many issues to consider when planning one's financial future, so here are a few 'milestones in life' to assist you.

Birth - starting school, university or college - starting work - change of job - first home - getting married - starting a family - moving house - change of location - redundancy - starting your own business - unexpected windfall - divorce - illness - retirement - death

With personal circumstances changing from time to time it is important to undertake a review your financial position to accommodate all of your needs.

pension planning

Personal pensions, company pension schemes, stakeholder pensions schemes, self administered pension schemes, unlocking/transferring deferred pension benefits and additional voluntary contributions (avcs).

investment planning & management

Investing for growth and/or income through unit trusts, bonds, offshore

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