Moneytree Wealth Management

Thinking about the future

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Once you reach this stage, your expenses are starting to go down, and savings can really start to build. You might be beginning to think about when you don't want to work as hard or have aspirations for things you still want to achieve.

Your career’s more settled and your kids are older so you may be thinking about how you can help pay for university or when they get married, as well as giving them something towards their first home.

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Retirement advice

No-one likes to think about getting older, but it’s now that you need to make sure your retirement will be a comfortable one. Start saving for when you don't want to work as hard and discuss the benefits of putting all the personal and workplace pension funds you’ve got from moving jobs together.

Transferring out of a Final Salary scheme is unlikely to be in the best interests of most people.

The value of investments can fall as well as rise. You might get back less than you invested.

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Mortgage advice

Looking for mortgage advice?

You could be looking to move to your ‘forever home’ or buy a second property to rent out or use as a holiday getaway.

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Savings & Investments

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.

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Talk to an expert

Send a message to one of our experts at Moneytree Wealth Management and we’ll get back to you as soon as possible to help. 

  • Free initial pension health check
  • Free initial investment health check
  • Free initial mortgage review
Haleam Muhashash

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