Not to be confused with a mid life crisis!
First things first, who would benefit most from this advice? Generally we find the service is most valuable to people aged 30-55.
There is no specific type of person for whom mid life planning is a good idea – it’s pretty much a service for all. Whether you are single or have a family, mid life planning helps you protect your financial position and plan for the future. The key areas for discussion are primarily:
- Protection (e.g. life assurance and income protection)
- Retirement planning
Spending time looking at where you are and where you want to be is vital. Using a blend of your aspirations and our financial planning expertise, we will work alongside you on the journey ahead.
If you’d like to find out more about mid life planning with CDG, please call us on (0115) 9771155 for your free, no obligation review, or send us a message using our contact page.