What does a Financial Planner do?

A question often asked, a financial planner is a partner in finance that helps create efficiency in your financial decision making, linking directly to what you are trying to achieve. This video provides a simple to follow explanation of what our role as Financial Planners entail.

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The content of this presentation is intended to be general information only and has been prepared without taking into account any person’s objectives, financial situation or needs. Each person should consider its appropriateness having regard to these matters or obtain relevant professional financial advice before making any financial decisions. Examples are illustrative only. Each person should obtain any relevant professional financial, taxation and social security advice before making any financial decisions.