Welcome to the partner area. Here you will find resources to help you with Financial Planning and Estate Planning.
If you are looking for resources regarding Legacy Planning please visit our sister site Hereditas.
The Wealth For Life Partnership
Preserve Protect Prepare
of UK adults do not feel confident making financial decisions
47%
Financial Assets
Do you have a full understanding of your own Financial Assets?
do not feel they can determine what happens in their lives when it comes to money
63%
Lifestyle
Can you guarantee that you will always have sufficient funds to sustain your desired lifestyle?
of working-age adults do not feel that they understand enough about pensions to make decisions about saving for retirement
55%
Retirement
Have you taken all necessary steps to ensure you have sufficient funds to enjoy your retirement and for later life?