What is included in a financial plan?
A financial plan typically includes the following components: Overall, a financial plan is a comprehensive strategy that takes into account all aspects of your financial life and is designed...
FAQ Category: Financial Planning
How can I ensure that the succession of my estate is properly planned for?
Proper estate planning is crucial to ensure that your assets are distributed according to your wishes after you die. Here are some steps you can take to ensure that...
How can I plan for unexpected life events, such as job loss or illness?
Planning for unexpected life events, such as job loss or illness, is an important part of overall financial planning. Here are some steps you can take to prepare. Build...
What are the best ways to save for retirement in the UK?
There are several effective ways to save for retirement in the UK, and the best approach will depend on your individual financial situation and retirement goals. Here are some...
What is a cash flow model?
A cash flow model is a financial tool that is used to forecast future cash inflows and outflows for an individual or a business. The model takes into account...
What is a suitability report?
A suitability report is a document produced by a financial advisor or planner for a client, which outlines the advice given to the client based on their financial needs,...
What’s the best way to plan for retirement if I want to start a business in the UK?
If you’re planning to start a business in the UK and want to plan for retirement, there are several steps you can take to ensure that you’re set up...
Is it best that I pay off my mortgage and use the money to save into a pension?
Whether to pay off your mortgage or save for retirement is a common financial planning question, and the answer will depend on your personal circumstances and goals. Paying off...
How do I plan for retirement if I’m a contractor / freelancer?
Planning for retirement as a contractor can be challenging, but with the right financial advice, you can develop a solid plan to secure your financial future. As a contractor,...
What is financial planning and why is it important?
Financial planning is the process of creating a roadmap for your financial future. It involves identifying your financial goals, assessing your current financial situation, and developing a plan to...
