People in their 40s

As we often hear it said, 40 is the new 30.

When you reach your 40s, you are likely to be more established in your career and have more disposable income than you did in the previous decade.

At this stage of life your mortgage will most likely still be large, and your children will still be financially dependent on you. Despite your more secure financial position, these responsibilities make it more important than ever to plan wisely.

Your family

Whether they’re in their school years or graduating soon, your children will undoubtedly be your priority and their financial needs may well still be your responsibility.

Budgeting for immediate requirements as well as long-term costs requires careful planning. We also help you prepare for unexpected events and ensure that you have stable safety nets in place to protect your family.

Your future

As your children get older and you progress in your career, your thoughts may turn to your own objectives and the future lifestyle you want to secure. Even if retirement is over 20 years away, we help you put plans in place to make the transition as smooth as possible.

Now is the perfect time to begin thinking seriously about organising your finances for life beyond work.

Your home

From paying your mortgage to making home improvements, we all know that owning and maintaining property is a costly process. Financial planning will give you security, whether you want to secure the right mortgage, remortgage, add that extension or explore Buy to Let. We’ll ensure you have a robust financial plan in place to achieve your objectives.

Please note: The Financial Conduct Authority (FCA) does not regulate Buy to let properties.

What do our clients have to say?

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