FAMILY

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

Mother Teresa

FAMILY MATTERS

revolutionary Thinking

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 a fair benefit.

Within this section, on our forthcoming blog, 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.

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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.

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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 Revolutionary Thinking, 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

The Tavistock Group manages the personal wealth of tens of thousands of people and over £1Billion of investments, providing them with financial advice and access to investment products and services.

Book a Discovery Meeting

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 discover@tavistockpartnersuk.com

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Expert Independent Financial Advisers

Your dedicated expert adviser will help you through the process of working out what events you need to plan for and how to construct an affordable and sustainable budget to ensure that you have the best chance to meet them. With regular updates and communications, we can help you to remain in control of your finances, your life and help you to a bright and prosperous future for you and your family.

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.

Homes & Property

Retirement & Pensions

Home & Property

Retirement & Pensions

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01432 343322

Head Office - Hereford

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Tavistock Partners (UK)

Kemble House, 36-39 Broad Street, Hereford, HR4 9AR

Tavistock Partners (UK) Limited is authorised and regulated by the Financial Conduct Authority, FCA number 230342.
Tavistock Partners (UK) Limited is a wholly owned subsidiary of Tavistock Investments Plc

Registered in England Registered Office: 1 Queen’s Square, Ascot Business Park, Lyndhurst Road, Ascot, Berkshire SL5 9FE, Company Number 5709133

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