Moneytree Wealth Management

Family & career building

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During this stage, you’re looking to climb the career ladder at work or by moving jobs. Your income usually rises during these years, so you’re probably thinking about buying your first home, starting a family and saving for the future.

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Mortgage advice

You could be looking for your first house to buy or maybe your growing family needs more room. Moving or extending could be the answer. And if you’ve already got a mortgage, could you benefit from a lower rate?

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Savings & Investment advice

You might need to save for a deposit on your first house or want to put money away for your children’s future.

The value of investments and the income they produce can fall as well as rise. You may get back less than you invested.


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Could your family cope if you weren’t able to work because of illness (or worse)? Protecting your income means you and your family’s life won’t be affected financially if the worst happens.

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Talk to an expert

You might have received a good bonus or redundancy pay-out from work, or a generous inheritance from a deceased family member and need to invest a lump sum, or perhaps you want to save a regular amount for when you retire. Either way, these options could be what you need.

  • Free initial pension health check
  • Free initial investment health check
  • Free initial mortgage review
Amy Smith

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