According to an insightful article in the Financial Times recently, Saga, Aga and Gaga are the three phases of retirement; “Firstly, the “Saga phase”, when you’re sprightly enough to travel the world, take endless cruises and do the things you’ve always wanted. Next, the “Aga phase”, when you want to slow down a bit, sit next to the fire and maybe take up knitting. And lastly, the “gaga phase” when your faculties dim and the care home beckons”

As well as being well founded observations, the light-hearted analogies offer a powerful reminder that careful financial planning is essential to ensure our retirement expectations are met – and getting the balance right between pensions, investment and insurance is key to achieving this goal.

Setting aside some time to reflect on your long term aspirations, and ‘completing your incomplete thoughts’ with a financial planner focused on your life’s bigger picture is certainly something we should all consider – Financial Planning Week, which runs from 8-12 May, could be the perfect time to make that appointment.

Here at the Financial Planning Group we help individuals, families and businesses to place their financial affairs in context with their future goals and aspirations. We provide a simple, structured, disciplined and reviewable planning service. We will change the fundamental relationship people have with their money to give them confidence and clarity in their own future.

If you would like to arrange an investment consultation, please call Tim Norris or Alan Clifton on 0800 731 7614 and we would be delighted to arrange a meeting at our offices in the heart of Teddington.

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