Need professional advice?
Most people choose to see a Financial Planner at significant turning points in their life.They may need a professional to help them consider their options and to understand financial products, tax laws or the benefits system, or to help them map out their financial future by creating a long term financial plan.
O
nce people find a Financial Planner who they trust and feel comfortable with, a long-term relationship typically develops. Regular meetings take place to review their changing goals and needs and keep their plans on track to meet future goals.
Typical stages when people contact Financial Planners are:
- Starting work or changing jobs and looking at different pension planning options
- Getting married or separating from a partner
- Buying a house or paying off the mortgage
- Looking to invest a lump sum such as an inheritance or redundancy payment
- Planning for retirement
- Estate planning - planning your affairs to minimise potential inheritance tax charges
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CFPCM, CERTIFIED FINANCIAL PLANNERCM and CFP logo are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd. Institute of Financial Planning is the marks licensing authority for the CFP marks in the United Kingdom, through agreement with FPSB.