FAMILY
“What can you do to promote world peace? Go home and love your family.”
Mother Teresa
FAMILY MATTERS
Careful Planning
Raising and running a Family can be full on. The ups and downs of life can have an effect on your Family and the budgets you set, so planning how to cope with births, deaths, marriages, divorce – to mention a few – can be a great help.
Planning ahead of time makes family finances a whole lot easier to manage. Whether getting ready for a baby, for your children to leave home or get married, you can make sure you have a plan in place to minimise any costs.
In the same way you prepare for the good things, you can ensure you are always ready for the bad. Nobody plans a divorce, but if you find yourself in that situation, re-working budgets and finances is important to make sure both parties get a fair settlement.
Within this section as well as throughout our Life Events Timeline, you will find links to our short guides on: Saving for the Family, Investing for the Children, Healthcare, Changing your Career, Getting Married, Getting Divorced, Protecting the Family, Inheritance, Wills, Long Term Care, as well as other information on other types of family matters.
ASSESSING THE RISKS
PROJECT & Plan
Based on your expectations, we will help you look forward along your timeline to anticipate costs of events and help construct a plan to ensure each one can be financed. It’s difficult to predict unexpected events, but unless the expected events are covered, the unexpected risks dominating your available funds.
Ongoing SUPPORT
Because it’s impossible to know what will happen in the future, we can provide you with an ongoing review of your family plans and discuss possible events that might still be expected. This will allow you to keep in touch with your finances and ability to keep on target on an ongoing basis.
With Careful Planning, we can help plot your way to a more comfortable and happier family life
Abacus Associates manages the personal wealth of many people across the UK and over £1 billion of investments, providing clients with financial advice and access to investment products and services.
We do not charge for initial consultation meetings. If you would like a face-to-face meeting, feel free to pop over to our office or we can always can come to you.
Give us a call today on 01432 343322 and ask to speak with one of our advisers,
or email [email protected]
Expert Independent Financial Advisers
SECURING YOUR FAMILY FORTUNES MAKE FOR A HAPPY HOME LIFE.
Your adviser can assess your needs, your family circumstances and the risks you face, recommend the best courses of action for you, and then search the whole of the market to find the best-value product in your circumstances.
Aspects they will likely cover include; Making a Will, Saving for your Children and their Education, Moving Home or Extending your Current House, Financing University, helping children to Buy Homes, Managing Inheritance and dealing with a Bereavement.
Contact Us
We would love to answer any questions and/or schedule a complimentary consultation. Please call or email us using the details below:
Call: 01432 343322
Email: [email protected]
Alternatively, use the ‘Adviser Finder‘ page here >
Abacus Associates is a trading style of Saltus Partnership Limited which is authorised and regulated by the Financial Conduct Authority. FCA reference number: 554381
Registered office: Solent Business Park, 4500 Parkway, Whiteley, Fareham PO15 7AZ. Registered number: 07586042
Will writing and some aspects of tax planning are not regulated by the Financial Conduct Authority.
Your home may be repossessed if you do not keep up repayments on a mortgage.
Capital is at risk and you may get back less than you invest.
The firm is not responsible for the content of external links.
