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Toni Chalmers-Smith
Senior Financial Adviser
T:01279 713394
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Tees Financial - One: Financial Advice for Later Years

Savings and Investments

As we get older, we need to keep a much closer eye on how our Savings and Investments are doing. Due to changing or impending changes in employment and lifestyle, it is prudent to set an appropriate strategy for managing monies that you have set aside. It is important because there is a greater likelihood that you may not be able to replace from earnings any significant loss in capital.

You may need to live on income from your Savings and Investments or you are hoping to be able to gift some money to your children or grandchildren to help them along the way.

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