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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.

Free initial consultation

With Quilter, your initial consultation is free of charge. So, let us help you find an adviser to work alongside you.

Find an adviser

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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.