Telephone: 01539 725855 – no phone menus – talk to a real person today who can direct you to what you need
Menu

This week is Financial Planning Week...

Posted Monday, 24 November 2014, 2.29pm

Do you know what financial planning is?

A financial plan gives you an overview of everything you need to know about your life and finances in one place. It brings everything together and imagines different scenarios that could occur between now and achieving all the different things you would like to happen in your life. It also helps you feel some semblance of control over what can at times be a daunting prospect - managing your finances. Sound financial planning can enable you to take control over your career choices, the date you want to retire and provide a safety net for when things don't go exactly as you imagined.

During financial planning week, promoted by the Institute of Financial Planning, we would like to share the message that now is as good a time as any to get your plan on track.

Watch our video to explain how important it is to make sure you get a plan!

Find this story and more in our Archive.

© Financial Management Bureau Ltd 2011 - 2017. All rights reserved.
Financial Management Bureau Ltd is a limited company registered in England and Wales. Registered office: Shenstone House, Helsington, Kendal, Cumbria LA8 8AA. Registered number: 02089786