Guide: 6 reasons why you need a financial plan

As you approach retirement, you’re going to have some important questions to ask yourself: When do I want to retire? How? What do I plan to do?

Recent world events might have left you re-thinking your priorities. Maybe you’re furloughed, or you’re enjoying working from home and dreaming about never commuting again.

Along with the immediate question of your family’s health and security, you might also be asking: “What does this mean for my retirement?”

A long-term financial plan allows you to focus on your goals and make them a reality – whether that is early retirement, a career change or a move to part-time. A plan can also give you peace of mind, a precious commodity in uncertain times.

In this guide we’ve detailed six reasons why you should consider putting a financial plan in place now.

If you have any questions or would like to speak to a member of our team after reading it, please don’t hesitate to get in touch.

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