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The Five Ages of Financial Planning

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. For example, pension contributions seem to take on far more significance at age 55 than they do at age 25.

Therefore, 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 below, which highlight important considerations that will support your changing lifestyle.

Naturally, this is only guidance as everybody will have different personal priorities, but the aim is to ensure you are keeping your financial plan on track throughout your lifetime.


Click here to read the full article


Keep an eye out for future articles as we will be discussing each stage in more detail.



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Registered in England and Wales No: 3053936. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley Lancashire PR7 1NY.

Perspective (South West) Limited is authorised and regulated by the Financial Conduct Authority.

Perspective (South West) Limited is a subsidiary of Perspective Financial Group Limited.

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


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