Life's Stages: aged 30-40

Life stages between 30 and 40

Financial considerations during this period of your life can see some changes like getting married, owning or renting your own home, changing jobs, starting a family or setting up your own business.

The freedom of your earlier years may well seem like a distant memory.

Living independently is expensive compared with living at home. If you're embarking on purchasing a property and getting a mortgage, you will need to arrange the finances to make that possible.

If you're starting a family you may want to make contingency plans in the event of personal tragedy, either for yourself or your partner. You may want to make a will.

Financial decisions can be quite daunting, we can guide you through the various choices available.

The Financial Conduct Authority does not regulate will-writing.

Let us help you arrange your finances, give us a call.

Pensions & Retirement

I have pensions that I have been accruing over the years, but I have no planned investment or income strategy - I need financial advice to make sure I can afford to retire and live well.

Manage Investments

Income is a priority. I want to make sure my investments are generating as much as possible. I need my investments and income to keep up with inflation in both the short and long term.

Mortgage Advice

I need some good mortgage advice when considering which mortgage is best for me. I would like someone to explain the various interest rate options that are most likely to suit my needs.

Family Protection

I would like to secure my family's financial future and pass on any of my remaining wealth. I need help with protecting my assets whilst still leaving provision for a comfortable retirement.