During the course the presenter will discuss with you:

  • Financial attitudes and philosophy and strategies to meet all opinions.
  • Risk and your attitude towards it. A short questionnaire helps you to decide.
  • Financial Advisers with their different guises and different agendas. You need to know the difference.
  • Questions you should raise with a Financial Adviser.
  • State benefits and their availability dependant on your age, income and health.

 

An Independent Financial Adviser will talk about:

  • Investment and savings for growth, income and flexibility.
  • Tax efficiency
  • Mortgages - to repay or to keep
  • Cash reserves
  • Personal budgets
  • Pensions for those still working
  • Insurance
  • Estate Planning including wills, enduring powers of attorney, estate duty.
  • Planning for later life care

To find out more about how an Independent Financial Adviser 
is regulated try www.retireplanask.co.uk then click Terms of Business.

 

Retirement | Life Planning | Change | Finances | Health | Relationships | Contact Us
Registered Office: 20 Bourne Court, Southend Road, Woodford Green, Essex IG8 8HD  
Registered in England and Wales. Company Registration Number 3204819
Content Copyright by AMS    Design Copyright   by