Having worked hard to save and invest during your younger years, your strategy then needs to turn to wealth preservation, or at least, to guard against the erosion of your wealth. This is vital in ensuring that you have sufficient assets to realise your goals during your lifetime and to make an enduring legacy for your family.

Certain things will be under your direct control, such as your spending habits, but when an unexpected event, such as recent stock market volatility, takes place, having a diversified portfolio, together with a holistic view of your finances, can help to protect your investments.

Quality financial advice is needed more than ever. We understand the challenges you may face and want to reassure you that we are here to support you. You can rely on our experience and knowledge; and through open and honest communication, we can guide you through any challenges

It is important to take professional advice before making any decision relating to your personal finances. Information within this page is based on our current understanding and can be subject to change without notice and the accuracy and completeness of the information cannot be guaranteed. It does not provide individual tailored investment advice and is for guidance only. Some rules may vary in different parts of the UK.

Tax and Estate planning are not regulated by the Financial Conduct Authority

The value of pensions and investments can fall as well as rise. You may get back less than you invested.

Will writing is not regulated by the Financial Conduct Authority. 

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