Independent Wealth Management

Call us on 01276 517700 or email advice@professional-wealthcare.co.uk

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………….

Tagged: , , ,

Blog Categories

Pensions

Planning for retirement, your options, review your plans...

More

Investments

Investing your capital for tax efficient growth or income...

More

Protection

Protect your family, life assurance, critical illness, income protection...

More

Barry has been providing me with excellent financial advice since 2003. He has simplified and consolidated a number of pensions that I had started with various organisations through different employers over the years to one pension – making it much easier for me to have a clear view of my investments and know where I stand. I receive regular, easy to understand updates, with Barry providing the added value of explaining what it all means and offering advice on actions to take. Barry ensures that he keeps current with my financial and personal circumstances and is able to adapt and make excellent, informed recommendations quickly and clearly. I would highly recommend Barry and Professional Wealthcare for your financial management solutions. He is now responsible not only for the planning of my financial security, but also for that of my children.

Jill Wells

This site uses cookies. Find out more about this site’s cookies.