Last Thursday the world celebrated the International Day Of Older Persons. We want to continue the celebration by helping those of retirement age and beyond. Whether it's a Financial or Retirement Plan, Lasting Power of Attorney or Will, here's how we can help you plan, manage and protect your future.
International Older Person's day is an annual event to recognise the contributions of older persons to society, as well as recognise some of the issues they face. Previous years have seen countries raise awareness about ageism, and celebrate older human rights champions.
This year, we want to celebrate the event by showing how we can help you live life to the full by finding financial freedom.
To us, this means arranging your affairs to be able to live the life you want, whilst ensuring that you have the peace of mind that goes with knowing that everything is in its place, and that your family will be looked after, now and in the future.
Here's how we can help you.
Financial and Retirement Plan
Do you ever feel worried about the future? About how to manage your wealth, or be able to achieve the goals that are important to you? Perhaps you're not worried, but the nuances of managing your financial future seems very overwhelming. Or maybe you're fully aware of your money situation and know what needs doing, but you just don't have the time to get it all sorted and stay on top of things. Especially when tax comes into play, or you're not sure where or how to invest. Our job is to dissolve these uncertainties. It starts with working out what's important about money to you.
We use an exercise called the Financial Road Map to help you figure out your core values. Why do you work? What drives you? How do you want to invest your time? What does a happy future look like to you?
From there we weave together a bespoke Financial Plan, manage your current financial needs and work towards making your future goals a reality. We'll do all the hard work, so you can focus on enjoying life.
Your Financial Plan, put together by us and approved by you, will be the foundation for your future. But making great money decisions is not a one-off experience, it's a lifelong journey. It's one that we'll share with you every step of the way, reviewing, adjusting and amending your Plan to give you the highest probability of achieving your goals, and making sure that your financial house is in order today, tomorrow, and every day into the future.
Take a look at our website here for more information on how our financial plan can help you.
Lasting Power of Attorney
If you are ever in a situation where you can't manage your affairs yourself, you'll be pleased that you planned ahead by arranging a Lasting Power of Attorney.
Whilst we often think of mental incapacity as a problem affecting the elderly, it's something that can happen at any age. A stroke, accident or serious illness can leave us unprotected and vulnerable, and knowing that someone we trust is able to look after our affairs and ensure that our health and welfare are properly managed is a great comfort.
By arranging your LPA now, you get to choose who you want to act for you, and you can give them guidance as to your wishes in advance. This might include what bills to pay, how to deal with your investments or the type of care you would like in the event of life-threatening illness.
Take a look at our website here for more information on how a LPA can help you,
Wills and Succession Planning
If you haven’t made a Will, who receives what, how much, and on what terms is determined by a set of rules, not your wishes. So things may not turn out as you wanted. And as bereavement is a difficult time for those involved, what’s required is clear, sympathetic and expert guidance to make sure that when the inevitable happens, the distribution of your assets or transfer of property takes place with smooth efficiency.
The service that we offer at Chesterton House is unique. We offer a threefold service of financial, accountancy and legal advice, all under one roof and all totally focused on your Plan, your Goals, and your Life. If you think we could help you, please get in touch with us here.
If you enjoyed this blog you might also like;