We've seen over the years that people are willing to engage in different ways when it comes to financial planning. Some people turn up at the office with every receipt, bill and bank statement they've ever received and had them all over, expecting to do no more. These type of clients are just as welcome as those who have done homework into the market, into different plans, and into the many financial solutions available.
Both are valid approaches, as is everything in between. Some people feel it's difficult to approach the subject of financial planning, and sometimes this is for very good reasons, such as bereavement. Others just keep relegating their financial planning to the foot of the to-do list.
This is why we created a library of basic financial planning. We wanted to put people in control when it came to their financial planning, so even before they've gone to see a financial planner, or wealth manager they can be aware of the main issues in their financial plans, some of the options available, some of the legal considerations if applicable, and even if their is a financial adviser near them in Aberdeen, Bristol, London, Manchester, or indeed a financial planner anywhere in the UK.
In this library we've divided everything into four categories, Plan, Borrow, Save and Protect. These headings cover everything that is basic to sound personal financial planning. Under these headings are basic articles introducing key considerations, and more detailed articles, some of which feature case studies.
For further details about Independent Financial Adviser and Independent Financial Planner please visit the website.
IMAGE ATTRIBUTION: "SteacieLibrary" by Raysonho @ Open Grid Scheduler / Grid Engine - Own work. Licensed under Public domain via Wikimedia Commons - http://commons.wikimedia.org/wiki/File:SteacieLibrary.jpg#mediaviewer/File:SteacieLibrary.jpg
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