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Financial planning explained

You won’t get very far in your financial journey without a proper plan in place. Learn all about the advantages of this approach.

THE VALUE
OF

THE VALUE OF FINANCIAL PLANNING

Thanks to research by the International Longevity Centre and Royal London, there’s proof that working with an experienced, qualified financial planner can leave you better off financially.

The study found that people in the UK who took professional financial advice between 2001 and 2006 were on average £47,706 wealthier after 10 years than those who didn’t.

WHAT IS CASHFLOW MODELLING?

Years ago, speaking to a financial adviser meant dealing with someone whose focus was finding you the best financial products to increase your wealth. Today’s financial planners concentrate instead on your life goals and what you want to achieve with the help of cashflow modelling.

Using the latest software, cashflow modelling allows you to see how key decisions and life events will affect your wealth. Armed with this information, you and your financial planner can make better choices to ensure you don’t miss out on living the life you want.

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