Serious savers

Your 30s and 40s are the time when the future of your family’s finances becomes a more serious consideration.

You may well be approaching the peak of your earning powers; nevertheless, your children are likely still financially dependent on you, and you may still have a mortgage. There are many aspects of life that require ongoing financing, but you’re aware that now is the time to ensure your future is as secure as possible.

Whilst retirement may feel a long way down the line, it’s now more essential than ever to ensure you have the means to live your ideal lifestyle for the rest of your life.

Additionally, you’re aware that having financial protection for your family, to shield them from the effects of unexpected events, will provide you with essential peace of mind.

As Independent Financial Advisers, we have the experience and skill to help you achieve your goals.

Here’s what we do:

  • We’ll discuss, at length, your aspirations, objectives and concerns.
  • We’ll establish the value of your pensions, savings and investments, and what this means for your future.
  • We’ll ensure you have proper protection in place to shield your family from the effects of unforeseen circumstances, such as illness or death.
  • We’ll make recommendations to improve your financial future, ensuring every aspect is as tax-efficient as possible, then work with you to implement the changes.
  • You can find out more about our client journey here.

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      Annetts & Orchard is a trading name of Annetts & Orchard Ltd. We are authorised and regulated by the Financial Conduct Authority. You can find Annetts & Orchard Ltd on the FCA register (FCA number 820272) by clicking here. Registered in England & Wales (11503291).

      Please note that the value of investments may go down as well as up and investors may get back less than they invest. Where these pages refer to investment performance it should be remembered that past performance is not a reliable indicator of future performance. The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details can be found by clicking here.

      The guidance and/or advice contained in this website is subject to the UK regulatory regime and is therefore restricted to consumers based in the UK. The FCA does not regulate tax or estate planning.

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