Financial Planning in your 60’s

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By the time you reach your 60s, you should already have covered the basics of financial planning: ISAs, Pensions, Wills and even Trust planning.  So, what are the next steps as you move towards the end of your working life and into retirement? For many people, actioning their financial plan can be a mentally difficult…

Financial Planning in your 40’s

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Finances play a critical role in life throughout.  Many decisions are dictated by the state of our finances, so having good financial planning is one of the most effective tools in achieving the life that you truly want. As we go through life our lifestyles and priorities shift and so do our financial planning requirements. …