Of course, most children do not have an income to invest, but they may have generous parents and grandparents to invest on their behalf. This can provide a sound financial foundation for life.

Junior ISA

Children’s Pension

Planning your children’s future

WIn your twenties, you will probably be getting used to the idea of having money to spend as you start your working life. However you may want to start thinking about planning for the future.

Cash or Stocks and Shares ISA

First Time Buyer

Company Pension Scheme

With a mortgage and potentially a family to think about, spare cash could be in short supply. But accumulating wealth and investing as well as protecting yourself and your family should be a priority.

Building your savings

Life insurance

Mortgage

Your forties are when you are likely to hit your peak earning potential. Your expenses may be starting to reduce, and you may find that you are in line for inheritance windfalls.

Build your pension pot for the future

Regular savings and investment

Mortgage and protection

With the mortgage potentially paid off, and children having left the nest, your fifties may be a time of changing priorities and the need to reevaluate all your plans.

Start thinking about Inheritance Tax planning

Think about your retirement

Review your investment strategy

With retirement in sight and careful planning of your finances, you should be ready to concentrate on enjoying that life of retirement you dreamed of.

Make full use of your ISA Allowance

Review your retirement income

Intergenerational planning

Look at your personal circumstances and your financial plans and recommend products to help you meet your needs

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