40s-50s

In your 40s and 50s, you should start to reap the rewards of your hard work.

You are likely at the peak of your earning power and you probably have more disposable income than ever before. Nevertheless, financial planning becomes more and more essential the closer you get to retirement age.

Whether you are enjoying a thriving career, considering working part-time or feeling ready to retire sooner rather than later, now is the time to get organised and secure the future you want.

Your family

With your children growing to become less financially dependent on you, your thoughts are turning to the future.

Whether your focus is school fees, university, weddings or even grandchildren, we will create a financial plan that ensures you have the financial freedom to support your family at every opportunity.

Your retirement

Whilst retirement may still be twenty years away or more, preparing well now is the key to achieving a rewarding lifestyle in the future.

We will assess your current financial provisions to ensure you are on the right track; if not, we will guide you in making informed adjustments. Whether you want to explore Pension Freedoms, working part-time or retiring early, we will show you what is possible.

Your future

Now is the time to focus on what you want the future to look like.

We will ensure your financial plan is perfectly aligned with your needs and goals. We will then guide you every step of the way, as you navigate the challenges that arise during this key phase of life.

We are here to help

If you have a specific financial problem you need solving, or simply feel you should be doing more to plan for the future, please get in touch. We are independent Financial Planners with more than 100 years’ collective experience in helping people in their 40s and 50s to plan for the future.

You can also learn more about financial planning and how we work here.

What our clients say

We’re incredibly proud of the work we do. Here are the real words of real clients.

Matt has been my financial adviser for many years. During this time, he has always made himself available to advise on any matters that I have been concerned about. He has become a valued friend, with a wealth of financial knowledge.

Angela Payne

Get in touch

If you would like to learn more or book a no-obligation initial meeting, we would love to hear from you. Enter your details below and we will be in touch.

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