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.


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