Accelerate your savings
You were happy-go-lucky in your 20s. Your 30s were a time to settle down and get your priorities straight. But being in your 40s presents new challenges as you start thinking seriously about your future.
One of the best things you can do for your finances in your 40s is to implement a financial plan. You want to ensure that you are on track for retirement, whether that’s 10 years away or more. If you’ve switched jobs a fair amount, you may have various workplace pensions that need consolidating. Most of all, you need to identify your objectives for the future. You will be surprised by what you’re capable of when you challenge your personal boundaries.
You might have questions like these
When will I have enough money to retire?
Is it too late to start planning for retirement?
Can I help my children through university?
Can I afford to save more each month?
Are my current investments working efficiently?
Is my family Protected against the unexpected?
How will we help?
Reaching your 40s is a pivotal milestone. You need a financial planner to help you make the changes that will impact your future. Once we identify your objectives, we work to understand your relationship with money and how it influences your future choices. By altering your behaviour, we will change your relationship with money.
We pride ourselves on being honest, and we will always highlight any issues or hurdles you may face. You will be given the pros and cons so that you can make an informed decision.
Regis Bentley Limited is registered in England and Wales, registered number: 08397094. Registered office: Latimer House, 5-7 Cumberland Place, Southampton, Hampshire, England, SO15 2BH. Regis Bentley Limited is authorised and regulated by the Financial Conduct Authority. You can find Regis Bentley Limited on the FCA Register by clicking here.
To ensure the accurate execution of your instructions and to improve our service, we will record and occasionally monitor your phone conversations with us. If needed, you can request copies of these recordings for up to 5 years after they were made.