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Our relationship with our finances continually changes as we progress through the life cycles. In most instances, the role and responsibility of our finances is directly linked to the circumstances of our age. To help you gain a better understanding of what you should reflect upon financially as you progress through your life stages, we have produced a brief guide.

The five ages of financial planning guide

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Registered in England and Wales No 04163906. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley Lancashire PR7 1NY.
Perspective (North East) Ltd is authorised and regulated by the Financial Conduct Authority.
Perspective (North East) Ltd is a subsidiary of Perspective Financial Group Ltd.

Should you have cause to complain, and you are not satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:
The Financial Ombudsman Service Exchange Tower,
London, E14 9SR
Tel: 0800 023 4567 or 0300 123 9 123
www.financial-ombudsman.org.uk

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