Planning for families

When we first meet, we will want to know how your family is structured.

This allows us to consider the possible eventualities that you might encounter as you go through life.

For example, when you are younger, you may have a mortgage and young children, so it is imperative to have various contingencies in place.

Concerns evolve over time, and we worry about different situations as our families grow up: mortgages reduce, savings build up, and we get older.

This highlights not only the importance of being prepared for eventualities, but also the importance of keeping plans under review as things change.

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