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Life Stages - Useful Links

Our priorities and goals can change as we go through life, as can our circumstances.

If you're making a commitment by moving in with a partner you may wish to consider budgets and spending plans, whereas once you're approaching retirement or in retirement then it could be a good time to check pension arrangements and look at your savings and investments.

Use our Life Stages Useful Links for whatever stage you're at in life to guide you in the right direction. Advice is then clearly needed to assist you in meeting your goals and this is where we can help.


Power of attorney

State Pension and Benefits

Find out everything you need to know about the State Pension and other benefits in retirement.

Power of attorney

Lasting Power of Attorney

A lasting power of attorney is a legal document that lets you (the 'donor') appoint people (known as 'attorneys') to make decisions on your behalf.

Making a will

Intestacy - Who Inherits without a Will?

Find out who is entitled to a share of someone's money, property and possessions if they die without making a will.

PFD Financial Services Limited is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority.

The guidance contained in this website is subject to the UK regulatory regime and is therefore targeted at consumers over 18 based in the UK.
The Financial Conduct Authority does not regulate Inheritance Tax Planning

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Registered address: 36/38 Westbourne Grove,
Newton Road,
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Registered in England & Wales number 2643257.