Independent Wealth Management

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What do those who have already retired wish they had done?

If you are retired, what do you wish you had done differently?  If you’re not yet retired, wouldn’t you be interested to know what retired people wish they had done differently?

In a recent survey, the top three answers were as follows:

  1. Started their pension earlier
  2. Worked for longer
  3. Been more aggressive with their investments

Source:  AXA Wealth Sept 2013

When you’re retired, it’s too late to make these or any other changes.  The benefit of hindsight is a wonderful thing.  Rather than waiting to see how things turn out, perhaps you should be planning your future with greater care and carefully considering your options.

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When my wife and I were looking for advice on retirement financial planning a few years ago, Barry was recommended to us by another IFA, who no longer provided that type of advice. Over the last few years, Barry has provided us with very good financial planning advice, tailored to our particular needs and attitudes to financial risk. He contacts us regularly to update us with the latest information and to see if our needs have changed but leaves the final decisions to us, i.e. he does not try to push a particular financial product or company. We have been very pleased with his advice to date and look forward to continuing our association with him.

Mr K.T.

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