During this life stage, you may have considered when you can stop working and have made inroads in paying off your mortgage. Your children may also be older and thinking of leaving home.
Hopefully your salary has improved and your earnings may be heading to their peak, with increased financial options open to you.
Your family may be growing more independent too, allowing you to think clearer about building your retirement funds.
We can help you review your existing financial situation and reach a realistic assessment of your likely needs, helping you put the right plans in place.
Though of course you still need to plan for the unexpected, like redundancy, illness or moving to a new house.
Our Office:
Pacific House,
Parkhouse,
Carlisle
CA3 0LJ
Telephone: 01228 472 352
Email: david@davidmalin-ifa.co.uk
David Malin Financial Advice Ltd is an Appointed Representative of ValidPath Limited which is authorised and regulated by the Financial Conduct Authority under FRN 197107.
David Malin Financial Advice Ltd is authorised and regulated by the Financial Conduct Authority under FRN 1015617.
We are registered in England and Wales. Registration number 15752867. Our registered address is 6 Bleaberry Way, Carlisle, United Kingdom, CA2 6RF.
This website is for information purposes only and does not constitute financial advice, which should be based upon your individual circumstances.
The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.
