Preserving your Wealth – Developing a clear plan for your wealth and property

Posted by Gurdev Aujla on July 8, 2020

PRESERVING YOUR WEALTH
DEVELOPING A CLEAR PLAN FOR YOUR WEALTH AND PROPERTY

Welcome to the 2nd Half of the Year

Are you preparing for life to be really strange for some time – in this newsletter we touch on the risk of retirement longevity, meeting your financial needs and developing a clear plan to preserve your wealth.

I’d also be interested to hear about some positive experiences that have come about for you as a result of changes in our environment.

To review what action you may need to take to plan for you and your family or business please get in touch

Gurdev Aujla

I'm Gurdev Aujla, an Independent Financial Adviser at Coleridge Capital. I specialize in providing a holistic approach to financial planning, focusing on retirement, wealth management, financial protection, estate planning, and setting up wills and trusts. My goal is to help individuals and families secure their financial future with tailored solutions.