Whether you are single or have a family, mid-career financial planning helps you to protect your financial position both now and in the future.
We will identify and recommend the tactics you should focus on to achieve your aims.
Primary issues we will ensure you consider will include:
- Protection – Ill health or premature death can have a devastating financial, as well as emotional, impact on individuals and families. We look at your requirements for income protection, critical illness cover and life cover – including the use of trusts – to ensure peace of mind and financial protection
- Savings – There are a number of tax-efficient ways to save, whether for the short, medium or long term. We provide impartial advice from across the product range, from deposit accounts and cash ISAs, to bonds and investment ISAs.
- Retirement planning – Whether you are already a member of a pension scheme or you are considering setting one up, we will advise you on the full range of options.
Still need help with Mid-Career Advice?
If you require further information, don't hesitate to contact us, our skilled team are always here to help!
Tel: 01244 317 111