Guidance. Reassurance. Inspiration.
This is your time. The hard slog up the career ladder is behind you and you’re riding high, hopefully enjoying better wages and more financial freedom. That place in the sun, the big family holidays, that ‘Forever Home’…it all feels more achievable now that you have more disposable income to play with.
The next step in your journey is up to you, but we are there to provide advice wherever you want life to take you.
Pension planning is really important at this stage, and the sooner you start making provisions for retirement the better off you’ll be. You might already have a collection of pensions from previous employers, so it’s a good idea to review those and consolidate where it makes sense. It’s also a great time to start considering other personal pension options to supplement what you get through work.
Long-term investments are also a key consideration, to make sure you have flexibility in your finances. We’ll find the best place to keep your nest egg safe, sound and profitable.
And if you’re looking to invest in property, we can help you find a mortgage product to suit, whether it’s in sunnier climes or on home turf.
Enjoy your hard earned financial freedom, by letting us take the strain on those important decisions about the future. Our monthly Service Plans allow you to access professional advice on-tap to help you safeguard your assets.
Mulberry in action…
Why not have a look at how we helped one couple put plans in place to make early retirement a reality? Read more about Mr and Mrs B here…