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