All of our October financial guidance factsheets are available to download below. Each one focuses on a different financial aspect to help guide you when setting and reaching your financial goals. If there is anything you are unsure about, or would like further information, all of our independent financial advisers offer a free initial consultation. You can contact your local IFA here.
Do our later life dreams really become retirement reality
UK adults aged 50 and above were asked about their retirement dreams and whether they had turned out as planned. The survey revealed various insights into retirement hopes, realities and the importance of preparation.
When it comes to retirement priorities, financial security was emphasised by 94% of respondents, as they wanted to maintain their desired lifestyle. Spending quality time with family was important for 90% of participants, while affording necessary care and financing major family events were key priorities for 81% and 73%, respectively.
Key traits for successful wealth-building
Committing to a financial plan is crucial for building wealth and achieving long-term financial goals. When you have a plan, you are more likely to stay focused on your objectives and take the necessary steps to reach them.
Investing your money could be a good way to start if you’re looking to build wealth over time. Don’t know where to begin? To find out more, speak to us today.
Saving for the next generation
Many parents and grandparents set aside money for the next generation to help with their financial needs. The rising cost of education, housing, and life in general has created concerns about financial stability for future generations.
Investing early for your children or grandchildren can give them a significant financial headstart. As the costs of private education, university, getting on the property ladder and weddings continue to grow, to find out more about investing for your children or grandchildren, please speak to us.
The content of the article featured is for your general information and use only and is not intended to address your particular requirements. Articles should not be relied upon in their entirety and shall not be deemed to be, or constitute, advice. Although endeavours have been made to provide accurate and timely information, there can be no guarantee that such information is accurate as of the date it is received or that it will continue to be accurate in the future. No individual or company should act upon such information without receiving appropriate professional advice after a thorough examination of the particular situation. We cannot accept responsibility for any loss as a result of acts or omissions taken in respect of any article. Thresholds, percentage rates and tax legislation may change in subsequent Finance Acts. Levels and bases of, and reliefs from, taxation are subject to change and their value depends on the individual circumstances of the investor. The value of your investments can go down as well as up and you may get back less than you invested. Past performance is not a reliable indicator of future results.
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