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
- 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
- Investment and savings
for growth, income and flexibility.
- Tax efficiency
- Mortgages - to repay
or to keep
- Cash reserves
- Personal budgets
- Pensions for those
- Estate Planning including wills, enduring powers of
attorney, estate duty.
- Planning for later
To find out more about how an
Independent Financial Adviser
is regulated try www.retireplanask.co.uk
then click Terms of Business.
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