image/svg+xml

10 life milestones that financial advice could help you navigate

Financial advice can be valuable throughout your life, and it could improve your finances and your overall wellbeing. However, it might be particularly useful during milestone events where the decisions you make could affect your long-term finances.

While they can be exciting, milestones can also present challenges and could mean your financial circumstances will be very different in the future. This e-zine looks at some of the obstacles or key decisions you may face during your life, and what steps you could take to improve your financial confidence.

The 10 life milestones covered in this e-zine are:

  1. You’ve secured a promotion or a new job
  2. You want to prepare for unexpected shocks
  3. You’re getting married or expecting a child
  4. You’re going through a divorce
  5. You’ve received a lump sum
  6. You’re preparing to sell your business
  7. You want to understand how to secure the retirement you want
  8. You’re nearing your retirement date
  9. You want to lend financial support to loved ones
  10. You’re thinking about your estate plan

Download your copy of “10 life milestones that financial advice could help you navigate” to discover practical tips, interesting data, and more.

If you have any questions about the information in the e-zine or would like to arrange a meeting to discuss your financial plan, please contact us.

Please note: This e-zine is for general information only and does not constitute advice. The information is aimed at retail clients only.

Download guide

What do our clients have to say?

I’ve worked for well over 20 years in financial services; in that time, you get to know the good guys from the bad. The Sovereign team have integrity, a caring attitude and all the planning skills to back it up. No hesitation in recommending them for your financial planning needs. 10/10. Paul Dean, Bristol
For once we weren’t bamboozled by ‘financial-speak’. I was impressed by the way the Sovereign team took pains to see that we were keeping abreast of matters: some of which are, to the uninitiated like Christine and me, rather difficult to follow at times. It is comforting to know that our money is in capable hands. Vince and Christine Robertson, Thornbury, Bristol
Many thanks indeed to the team at Sovereign. They have consistently given us excellent service and quality advice. They have always been flexible and have tailored their service to our changing needs. Mr and Mrs Latimer, Thornbury, Bristol
During my many years of association with the Sovereign team they have dealt with my wife and I in a most professional and courteous manner. Their ability to explain complex financial matters in a simple way has enabled us to make informed decisions and build up a successful investment portfolio. We have no hesitation in recommending Sovereign to friends and family. Indeed, my son and daughter are now clients. Stephen and Diane Haines, Thornbury, Bristol
Sovereign provide financial advice in a very different way to any other adviser I’ve experienced. Their total focus is about ‘the vision’ (not just mine, but my husband’s too) and absolutely not about policies. They have taken time to understand what we want to achieve and have provided observations, ideas and advice that have really focused our attention on how we can reach the end goal. Thanks to Sovereign, we have a clear view of what’s possible and what we need to do. We know they’ll be supporting us every step of the way. Lorraine Jones, Cleeve, North Somerset
image/svg+xml
image/svg+xml

Message us

    Get in touch

    01454 416 653

    Sovereign IFA Ltd, Unit 4, Thornbury Office Park, Midland Way, Thornbury, Bristol, BS35 2BS

    Office opening hours:
    8.30am – 5.00pm Monday – Thursday
    8.30am – 12.30pm Friday