As life changes so do your financial goals. Life events affect your personal financial circumstances and arrangements, and with frequent changes in legislation and market conditions it is surprising how quickly a financial plan can become outdated.

Planning your retirement is one of the most important financial decisions you will ever make, and these decisions could affect your lifestyle for the rest of your life.

Monforte Wealth Limited can advise you on the right ‘solution’ for you and help you get the most from your retirement fund.

A pension is a long term investment. The fund value may fluctuate and can go down. Your eventual income may depend upon the size of the fund at retirement, future interest rates and tax legislation.

Making a Will is one of the most important things that someone will do as it tells everyone what should happen to their money, possessions and property after they die.  

If there is no Will the Law will decide how an estate is passed on.

If you would like to discuss having your Will written or if it is sometime since your Will was originally written it may need reviewing (the Government recommends that a Will is reviewed every 5 years and after any major "life  changes" such as getting separated or divorced, getting married, having a child, moving house, if the executor named in the original Will dies etc).

An LPA covers decisions about your financial affairs, or your health and care. It comes into effect if you lose mental capacity, or if you no longer want to make decisions for yourself. 

Our sister company Monforte Wills & Estate Planning look after Wills and LPAs. info@monfortewills.co.uk

Will writing is not regulated by the Financial Conduct Authority.