Increasing Responsibilities

Mortgages, families and career progression — align protection and savings with growing commitments.

Key considerations in your 30s

• Review life and income protection as responsibilities increase.
• Plan for school fees or childcare costs alongside mortgage repayments.
• Consolidate old pension pots and review investment risk.
• Maximise employer pension contributions and tax reliefs.

Whatever your circumstances, a structured financial plan helps you make informed decisions and adapt as life changes. Alex provides impartial, whole-of-market advice tailored to your life stage.