Intergenerational Financial Planning

The majority of wealth is held by the older generations, who may be looking to help the younger generations of their family now, when help is needed most.

But there is also some reluctance or fear of passing on too much too soon and comprising their own financial wellbeing.

We understand this at PDG Wealth Management and have experience in advising different generations of the same families.

Appointing a Financial Adviser within families has become increasingly more commonplace and can lead to significant benefits when it comes to joining up the whole family’s needs (always adhering to client confidentiality, of course).

In addition to ‘joined up’ intergenerational advice, the Quilter Investment Platform offers a ‘Family Linking’ benefit – up to four generations of the same family can be linked and benefit from reduced platform charges.