Anderson Brown
chartered financial planners
Anderson Brown
chartered financial planners
Our awards Age 0-30
Our advisors Age 30-40
How we work

Age 40-50

How we work Age 50 Plus

Windfall!

A sudden windfall can cause a rush of blood to the head and before you know it the money has been blown! Take a step back and consider your options. Your Financial Planner will help you make wise choices as to whether this additional money should be used for your short term or long term goals and guide you through any complexities towards a secure future.

The mid-life crisis

The children have probably flown the nest, your earnings are at their peak and you have already bought the sports car or the motorbike!

With your disposable income so high, it is a good time to put a little extra away for the future. Take a fresh look at your long and short-term objectives and make contingency plans for the possibility that during retirement ill health may necessitate long-term care.

The mid-life crisis

The children have probably flown the nest, your earnings are at their peak and you have already bought the sports car or the motorbike!

With your disposable income so high, it is a good time to put a little extra away for the future. Take a fresh look at your long and short-term objectives and make contingency plans for the possibility that during retirement ill health may necessitate long-term care.

We can help

At Anderson Brown our team of qualified, experienced financial planners can help you manage and invest a windfall or inheritance so that your money can work for you, now and in the future.

Redundancy

For many this is a time of emotional stress and self-doubt.

If you are made redundant you may well have a redundancy payment that needs to be used wisely. It could be that you will use your money to start up a business, or because you have found another job you are able to incorporate your redundancy money into your plans for the future.

A Financial Planner can help you emerge out of your likely state of confusion with a concrete action plan.

Redundancy

For many this is a time of emotional stress and self-doubt.

If you are made redundant you may well have a redundancy payment that needs to be used wisely. It could be that you will use your money to start up a business, or because you have found another job you are able to incorporate your redundancy money into your plans for the future.

A Financial Planner can help you emerge out of your likely state of confusion with a concrete action plan.

Retirement

Early retirement for some means a voluntary and happy decision to leave behind the world of paid work and commence a life of leisure as soon as financially possible. For others, early retirement is forced on them by altogether less pleasant circumstances, by their employer making cuts and looking for “volunteers” of a certain age, or perhaps through ill health. Whatever your situation now, successful retirement depends almost entirely on successful planning through your working life, particularly if your retirement starts earlier than expected. If you’re fifty-something and have woken up on Monday morning with a suddenly-inflated bank balance but without a job to go to, your financial plans now need close attention!

Retirement

Early retirement for some means a voluntary and happy decision to leave behind the world of paid work and commence a life of leisure as soon as financially possible. For others, early retirement is forced on them by altogether less pleasant circumstances, by their employer making cuts and looking for “volunteers” of a certain age, or perhaps through ill health. Whatever your situation now, successful retirement depends almost entirely on successful planning through your working life, particularly if your retirement starts earlier than expected. If you’re fifty-something and have woken up on Monday morning with a suddenly-inflated bank balance but without a job to go to, your financial plans now need close attention!

Divorce

Sadly it may happen that you and your partner will divorce. At this time you will naturally take legal advice, but it is also a time to take advice from your Financial Planner. Together you will consider all your financial affairs as you re-assess your plans and aspirations for the future.

Falling ill

If you fall ill, how will you support your family and pay for the additional care requirements brought about by your illness? With your Financial Planner you can discuss how to provide your family with adequate cover during illness.

Our awards Age 0-30
Our advisors Age 30-40
How we work Age 40-50
How we work Age 50 Plus