Book a free conversation.
No obligation. No sales pitch. Just an honest conversation about your financial position and whether Aetas Wealth can help you build a stronger plan for the years ahead.
Daniel Cottam
Financial Adviser · Aetas Wealth
Planning in your 30s and 40s: your first conversation
This is not a sales call. The first conversation with Aetas Wealth is free, lasts around 30 to 45 minutes, and is designed to help you understand whether financial planning can make a material difference at this stage of life.
Daniel Cottam will ask about your income, pensions, protection, mortgage position, and what you are trying to achieve. You do not need documents or detailed figures. A general picture of where you are is enough to get started.
At the end of the call, Daniel will give you an honest view of whether Aetas Wealth can help, what that would involve, and what it would cost. There is no obligation to proceed.
- ✓ Free, no-obligation initial conversation
- ✓ By phone or video, UK-wide
- ✓ Regulated financial advice under FCA registration 458421
- ✓ You speak with a qualified adviser, not a call handler
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What we cover with clients in their 30s and 40s
The first conversation is about understanding where you are and what you are trying to achieve. We will typically explore:
- ✓ Your pension contributions and whether your current strategy will deliver the retirement you want
- ✓ Protection gaps, particularly if you have dependants, a mortgage, or a business interest
- ✓ Tax-efficient savings and investment strategies for your household
- ✓ Whether cash flow modelling would help you make better decisions now and in the next decade
Aetas Wealth is a trading name of Insight Financial Associates Ltd, authorised and regulated by the Financial Conduct Authority (FRN 458421).