Financial Planning for Major Life Events

Sometimes we work towards change, other times it takes us by surprise. Changes that impact us the most can be planned or unplanned, celebratory, or unwelcome.

At these times, decisions made in the moment can have a lasting impact. That is why it is important to consider the support and advice of a trusted Wealth Planner.

We can work with you, your family, and other advisers to build a wealth planning strategy designed to meet the challenges and opportunities presented.

Find out more about Retirement - Selling your business - Raising financially fit kids - Empty nest - Divorce - Becoming a grandparent

To book a consultation to discuss your needs, please contact us below.

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Life events

1

Retirement Planning

Whether you are looking to continue to work in one capacity or another, embark on a new project or hang up the metaphorical suit for good, financial freedom allows you to choose the path you want to pursue.

Find out more about retirement

2

Business Exit

With the right strategy in place, selling your business can be a hugely rewarding experience.

Download our guide to exiting your business

3

Raising financially fit kids

Raising children to understand the value of money can seem like a daunting task. However, it is (almost) never too young to start.

Dad and son playing chess} — Dad and son playing chess

4

Empty nest

Whether your child is embarking on a new life at university, a new job, or buying a first home, you need a strategy for making this change a positive one for both of you.

Continue reading about empty nests

5

Divorce

Getting divorced is rarely straightforward. Whether this is a positive step for you or a difficult change you need to adapt to slowly, we are here to help you think through the many financial considerations and decisions you will need to make.

6

Saving for grandchildren

There are many ways to support your grandchildren financially. Our guide provides an overview of some of the key considerations and solutions that are available.

Learn more about saving for grandchildren

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Take control of your finances today by completing our enquiry form. One of our team will be delighted to call you.

+44 (0)20 7012 2500

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