Personal Financial Planning
Personal Financial Planning
- Protecting your family
- Protecting your income
- Private medical insurance
- Saving for school fees/university fees
- Saving for retirement
- Investing your wealth for income or growth
- Funding for care fees
- Releasing equity from your home
- Tax planning
- Planning for care in later life
It’s important to remember that financial planning is not the same as financial advice. Financial planning involves a process that continually evolves in response to changes in your personal or financial circumstances. It is not about setting up a financial plan but includes working with you, to ensure that it always stays on track to achieve your desired objectives.
The levels and bases of taxation and reliefs from taxation can change at any time. Tax relief is dependent on individual circumstances.