money guide

This straightforward, jargon-free guide explores the options open to you when it comes to using your money to do more to support your ambitions. It looks at setting your time, money and life goals, and the challenges and opportunities now before you.

The guide covers the following key topics:

  • Your pension
  • Homes, loans and mortgages
  • Savings and investments
  • Your lifestyle & family goals
  • Where to find sources of financial advice

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This document is intended only as a general guide and is not intended as personalised financial advice. It has been written by Nick Bamford of Informed Choice Limited, all opinions expressed are those of the author, and not necessarily those of free2 Limited. If unsure, seek advice. Please remember tax rules can change and the value of the tax benefits will depend on your circumstances. The value of investments can rise and fall, so you could receive less than you invest. Once funds are held in a pension they are not usually accessible before age 55 (rising to 57 from 2028).

 

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