Ian Richards FPFS, Chartered Financial Planner’s Post

Yours forties are your peak wealth building years. With some simple strategies, regular investments and an appropriate level of risk you can maximie your returns. ISA and pensions should be your staple with regular investments going in. Minimise taxes. Take a long term approach. Follow @worktolivefp for more tips on building wealth in 40s Disclaimer. These posts are not financial advice which needs to be based on your individual circumstances. Investments & pensions go up as well as down, and you may get back less than put in. Past performance not guide to future investment performance either. Your investment strategy should match your risk appetite. Speak to a trusted Financial Planner if need advice.

We are here to help you invest in your future ⭐️ Financial planning ⭐️ Pensions and retirement ⭐️ Savings and investment ⭐️ Protecting your finances ⭐️ Business protection ⭐️ Wealth management Looking for financial advice? Enquire with our expert advisers today👇 📞 01284 703803 📧 advice@stedswm.co.uk 🌐 www.stedswm.co.uk *The value of investments and the income they produce can fall as well as rise. You may get back less than you invested. Tax treatment varies according to individual circumstances and is subject to change

Pensions can be a powerful tool for building and transferring your wealth, yet they can be overlooked when it comes to intergenerational financial planning. Contact me for help with your intergenerational goals.

Maximizing Your Wealth with Lump Sum Investments Do you have a lump sum of cash you're unsure how to invest? Lump-sum investing can be a powerful strategy to grow your wealth over the long term. Key Benefits: -Potential for higher returns: Investing a lump sum can expose you to greater market fluctuations, which could lead to higher returns. -Simplicity: Lump-sum investing is straightforward and requires less ongoing management compared to dollar-cost averaging. -Flexibility: You can invest in various assets, including retirement pensions, stocks, and portfolio funds. Ready to explore lump-sum investing? Schedule a consultation to discuss your financial goals and investment options. Email: darius.b@austenmorris.com Link: https://lnkd.in/dc6NHhDp #lumpsuminvesting #investmentstrategy #financialplanning #wealthgrowth #markets #economy

Pensions can be a powerful tool for building and transferring your wealth, yet they can be overlooked when it comes to intergenerational financial planning. Contact me for help with your intergenerational goals.

Your financial journey is unique, and so is our approach! 🚀 From pensions to investments and everything in between, Elevate Financial Planning provides personalized advice to help you achieve your financial goals. Let’s elevate your financial future – contact us today! 🤝 #ElevateFinancial #Pension #FinancialPlanning #PensionTransfers #Investment #Investing #Protection #PostRetirementAdvice

Avoid this big mistake when it comes to your financial planning. TRUE WEALTH GOES BEYOND A NUMBER I mainly work with clients in 40s to help you build your wealth. Together we will create a financial plan so you can use your money to live the life you want to live now & in the future. All underpinned with expert independent financial advice around pensions, investments & insurances. CHARTERED FINANCIAL PLANNER 😀

Financial advice is worth it - and here’s the proof! Research shows that, on average, individuals could find themselves nearly £48,000 better off in terms of pensions and financial assets with the guidance of a financial adviser. This is why I was so surprised when someone recently told me they don't know if financial advice is truly worth it… The research, conducted by ILC in partnership with Royal London, compared those comfortably well-off with those who were just getting by. They analysed their pension, savings and investments over a 10-year span. It turns out, the lower-income bunch actually got more out of financial advice than the well-off folks did. Whether you are comfortably well off or feel you are just getting by, having the right advice could be key to securing your financial future. 🤞

Pensions can be a powerful tool for building and transferring your wealth, yet they can be overlooked when it comes to intergenerational financial planning. Contact me for help with your intergenerational goals.

Pensions can be a powerful tool for building and transferring your wealth, yet they can be overlooked when it comes to intergenerational financial planning. Contact me for help with your intergenerational goals.