Life's Stages: aged 40-50

Life stages between 40 and 50

With your mortgage repayments most likely no longer taking up the majority of your money, your disposable income is likely to be higher.

Your earnings may be heading to their peak, with increased financial options open to you.

We can help you review your existing financial situation and reach a realistic assessment of your likely needs, helping you put the right plans in place.

Though of course you still need to plan for the unexpected, like redundancy, illness or moving house.

You may need to consider the financial security of you and your family or your business


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.