Independent Wealth Management

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Tag: State pension forecast

Some Harsh Words on Retirement Planning

The following article is quite abrupt and to the point. It is difficult to write about some of the basic, yet important issues surrounding retirement planning without perhaps touching some nerves. So if you’re easily offended, please move on. My objective here is to help people to understand retirement and to successfully plan ahead for later life. This involves waking up to some serious issues. So please read this in the spirit it is meant and please don’t shoot the messenger.

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After a long career dealing with other people’s money (often major six figure sums on a daily basis) I considered myself to be pretty numerate. However, facing retirement the whole pensions jungle filled me with dread as I knew it was a task I would neither relish nor easily absorb. Having taken the decision to get some help I decided I didn’t want my bank involved nor any corporate suit.

From everything I’d read and heard it was clear that I personally needed someone who could guide me through the process, having first understood our needs and to then explain each step simply without all the uniquely incomprehensible language so often encountered in this industry.

I wanted a local Financial Adviser with a good track record and I initially used a website to draw up a shortlist of suitable candidates. Barry stood out as just the kind of bloke we could do business with and, having appointed him last year, we are delighted with his service.

It’s been quite a “journey” sorting it all out these past few months but we now feel we have fully optimised our pension options and at last really enjoy our retirement. We can therefore thoroughly recommend Barry to anyone seeking such a Financial Adviser.

Mr Peter Seabrook-Harris

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