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.
Find out everything you need to know about the State Pension and other benefits in retirement.
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.
Find out who is entitled to a share of someone's money, property and possessions if they die without making a will.