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Maximising your wealth

In your mid-30s to early 60s your financial circumstances and priorities are likely to change

As you settle into your career, or even change course, you may enjoy promotions that bring a higher salary and bonuses.

As your family grows up, you may want or need a bigger house, and start planning for school and university fees. Your children may also look to you for further financial support, such as their own weddings, or property purchases.

At this life stage, a financial adviser can help you with:

Wealth management

Giving you advice on savings, investments, tax planning and retirement planning.

Personal and business protection

Ensuring you have the appropriate level of life cover, critical illness cover, income protection cover and business cover.

Retirement planning

Advising you on pension funds, personal funds, company or trustee funds.

Wealth preservation

Estate planning, succession planning, trusts.

Book your free initial financial consultation

When you call us, one of our consultants will gather a bit more information about you, your goals and the advice areas you are interested in exploring. Using this information, they’ll match you up to the right financial adviser for your free consultation.

Book now

Pension and investment advice: How much does it cost?

It’s important for us to be transparent and open about how much our services cost. At your free initial consultation, we will give you a clear explanation of how much you will pay, what service you are paying for, how we’ve calculated the fees and charges, and when you need to pay.

View advice costs

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Talking openly to one another about your finances is very important, but it is vital for those planning a future together.

Opening a JISA? Beware of the inflation situation

Junior ISAs can be a vital tool for saving for your child or grandchild’s future in a tax-efficient way.

Should your home be your pension?

For many of us, our houses are our most valuable asset and we may use them to fund our retirement. But is this a good idea? Discover some of the pros and cons.

Tax planning, Trusts, Estate planning and Succession Planning are not regulated by the Financial Conduct Authority.

Quilter Financial Planning Network only: This financial promotion was approved by Quilter Wealth Ltd, Quilter Financial Services Ltd, Quilter Mortgage Planning Ltd, Quilter Financial Ltd, Quilter Financial Planning Solutions Ltd & Lighthouse Advisory Services Limited on 06 October 2023.

The value of your investments and the income from them can fall and you may not recover what you invested.