At Allen Charlton we have the facility to offer a Life Style Planning Service, which we offer to clients who wish to plan ahead, to ensure their standard of living will be maintained in future years and that they can plan financially for certain events and stages of their lives.
This process examines whether their existing provision is appropriate and sufficient to fulfil their objectives and if not what further commitment is required and at what level.
We also understand that as clients progress through the different life stages their priorities tend to alter to reflect their change in circumstances. Whilst the following examples are by no means exhaustive, they give an idea of some of the areas that may be appropriate to look at in the different stages of life.
Early Working Years:
·         Repay Educational Debt
·         Protect Income
·         Property Deposit Saving Strategies
·         Mortgages
Mid Working Years:
·         Mortgage Protection
·         Family Protection
·         Savings & Investments
·         Pensions
·         School Fees
Pre Retirement Years:
·         Pensions
·         Savings & Investments
·         Positioning assets ready for Post Retirement
·         Phased Retirement Planning
Post Retirement:
·         Vesting Pensions
·         Investing for Income
·         Inheritance Tax Planning
We work with our clients to identify their future planning objectives and goals. Undertaking this process will ensure the clients understanding of their current situation. The continual aim of this service is to provide our clients with a comprehensive assessment of where they are against where they want to be, and illustrate to them what actions, if applicable, should be implemented to ensure their future planning goals become reality.

Allen Charlton Wealth Management Ltd is an appointed representative of TenetConnect Limited, which is authorised and regulated by the Financial Conduct Authority.

Allen Charlton Wealth Management Ltd is entered on the Financial Services Register ( under reference 586054.

Registered in England and Wales under reference 8141709.

Registered office address

Allen Charlton Wealth Management Ltd
King Business Centre
Reeds Lane
Sayers Common
West Sussex
Tel : 01273 833 131
Fax : 01273 832 388