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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.

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