FAMILY

“What can you do to promote world peace? Go home and love your family.”


Mother Teresa

FAMILY MATTERS

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 them 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 fair treatmen.

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.

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ASSESSING THE RISKS

Whether you’re just starting a family or are already well into family life, we need to assess your requirements going forward. To develop a sustainable plan we need to understand the family dynamic, giving you both an idea of approaching costs, and peace of mind when they arrive.

PROJECT & Plan

Based on your expectations, we will help you look forward into 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 will dominate 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 the events that have happened, and can 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

“There is no doubt that it is around the family and the home that all the greatest virtues are created, strengthened and maintained.”
Winston Churchill

Abacus Advisers manages the personal wealth of many people across the UK and over £1billion 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

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SECURING YOUR FAMILY FORTUNE MAKES 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.

 

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Contact Us

We would love to answer any questions and/or schedule a complimentary consultation. Please call us or send us an email by completing the form below.

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01509 674335

Head Office

Abacus Advisers

1 The Cornerstone,
Market Place,
Kegworth,
Derby.
DE74 2EE

Saltus Partnership Limited is authorised and regulated by the Financial Conduct Authority.

Registered office: Solent Business Park, 4500 Parkway, Whiteley, Fareham PO15 7AZ. Registered number: 07586042

Will writing is not regulated by the Financial Conduct Authority

Your home may be repossessed if you do not keep up repayments on a mortgage

The firm is not responsible for the content of external links

Abacus Advisers