Knowledge
Guide to financial advice for the next generation
Download your free guide on financial advice and and discover the attitudes to wealth planning in the under 55s.
Balancing the needs of today with those of tomorrow
If you’re under 55 you’ve probably been focused on building your savings in anticipation of the day when you can step back from work and enjoy the fruits of your labour. But if the current economic and investment landscape have you worried you wouldn’t be on your own.
Download this guide to discover the key financial concerns of the under 55’s, how this generation view their wealth, and the importance of taking financial advice when planning for the future. This guide builds on recent research we undertook which explores and seeks to provide guidance on building and preserving wealth in turbulent times, download to:
- Understand the current financial climate has impacted under-55s financial priorities.
- Discover how financial advice can help provide peace of mind.
- Learn how to balance current financial commitments whilst protecting your future wealth.
Download your guide to financial advice for the next generation
Our services
Be sure about your financial situation, now and later in life; with personalised financial advice and bespoke investment portfolios.
Wealth Management Service
Entrust your dedicated Financial Planner and Investment Manager to provide you with a holistic financial plan and personalised investment strategy.
- We’ll explore your financial requirements to create a plan that matches your individual needs and goals.
- We'll give you confidence in your investment decisions based on your investment strategy.
- We’ll form a secure financial future for you and your loved ones.
Find out more
1 of 3
Holistic Financial Planning
A carefully designed financial plan can give you the freedom to do even more of the things you want to do and maybe even things you never thought possible.
- We'll create a financial plan that matches your individual needs and objectives.
- We can help you become more tax-efficient with your savings with our range of planning tools and techniques.
- Professional expertise on hand to organise your investments to ensure you are comfortable with your financial decisions.
Find out more
2 of 3
Bespoke Investment Service
Entrust a dedicated expert to make investment decisions on your behalf. We’ll monitor and adjust your portfolio to make sure you don't miss out on opportunities or are exposed to unnecessary risks.
- We'll construct a bespoke portfolio based on your circumstances and investment objectives.
- You’ll have direct contact with your Investment Manager, so you can speak to the person responsible for your portfolio.
- Enjoy the peace of mind knowing your investments are being continuously monitored and adjusted.
Find out more
3 of 3
More insights
Read our latest commentary, in-depth guidance and stories to help educate yourself on key investment topics. Sign up to receive regular email updates with our latest financial insights.
