The 40’s is all about accumulating your assets. You are probably in an established career or you may have had your children and are thinking about returning to work. It is often at this stage in life that clients look at self-employment and running their own businesses. Either way, your income is probably growing, but so are the financial pressures – it is important you stay focused – now more than ever.

Growing Your Wealth

Now is the time to keep retirement at the top of your priorities, and either start or look to increase the proportion of your salary invested or put into savings. Look at the options of purchasing a second home as an investment, and start to build a buy-to-let portfolio. Ask Alex to help you assess your financial circumstances and take a fresh look at your long-term goals.

If you haven’t already, look at critical illness and life insurance protection policies, and update your estate plan, by making sure that your will and beneficiaries are up-to-date, and your assets are protected.

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