Independent Wealth Management

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Your Retirement – A Wake Up Call

Firstly; a simple mental arithmetic exercise

  1. At what age do you intend or expect to retire?
  2. What age are you now?
  3. Subtract your age now from your retirement age.
  4. Multiply the result by 12.
  5. Write down your answer.

If like most people you receive your income monthly, your answer is the number of paydays you have remaining until retirement. Next month you will have 1 less; next year you will have 12 less. Perhaps you are seeing that the time to act is now!

It can sometimes be very useful to look at a situation from a different perspective. The object of the above exercise is to help you to see your personal situation clearly. It’s all very well being advised by someone else that you need to seriously plan for your future. But when the need is securely rooted in your own thinking, you are far more likely to want to take action and make sure that you have good plans in place.

If you’re serious about planning for your future, why not give us a call on 01276 517700.

The clock is ticking………….

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I have known Barry and used his financial services for many years for various aspects of our family’s needs. He has always provided a first class independent and personal service, giving un-biased advice that is in our best interest. He operates his business in a very professional way and communicates all the information efficiently and speedily.

David Hey

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