As you move from one stage of life to the next, your situation changes as does your financial needs. Our services reflect those lifetime milestone and help you plan for you and your loved ones’ futures.

Third Age Financial Planning is our flagship service, which helps you build a plan to realise your dreams and ambitions. Think of it as building a “Business Plan for Life”.

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Financial Healthcheck provides a picture of where you are now from a financial standpoint and offers suggestions about how you can plan for the future.

Pension Consolidation – Over the years you may have accumulated various pension plans, which may no longer be fit for purpose. Having reviewed your pensions and if we feel it’s appropriate, we can recommend a solution to bring them together to ease future administration and make them easier to manage.

Individual, family and business protection – Are you adequately protected against what life may throw at you? Have circumstances changed since you last reviewed? We can assess your current protection and make recommendations where there are gaps.

Retirement Planning – Whilst we are challenging the concept of retirement, we do offer a service that focuses on pre and post retirement planning.

Estate Planning – When you die the Government taxes your estate again even though you have already paid tax during your life time. There are several solutions that can help, and our Estate Planning service offers a bespoke plan tailored to your individual circumstances.

Nursing Home and Care Fees Planning – It is an emotional and stressful time when a loved one can no longer remain at home. From personal experience we know exactly the path you are treading. We can help you understand your options and the process, together with the financial planning choices available.

It is important to take professional advice before making any decision relating to your personal finances. Information within this newsletter is based on our current understanding of taxation and can be subject to change in future. It does not provide individual tailored investment advice and is for guidance only. Some rules may vary in different parts of the UK; please ask for details. We cannot assume legal liability for any errors or omissions it might contain. Levels and bases of, and reliefs from taxation, are those currently applying or proposed and are subject to change; their value depends on the individual circumstances of the investor.

The value of investments can go down as well as up and you may not get back the full amount you invested. The past is not a guide to future performance and past performance may not necessarily be repeated. If you withdraw from an investment in the early years, you may not get back the full amount you invested. Changes in the rates of exchange may have an adverse effect on the value or price of an investment in sterling terms if it is denominated in a foreign currency.

Corfe Wealth Management

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