DOWNLOAD: July 2024 The Financial Planning Journey

UPDATED on July 2024

Financial planning isn’t just reserved for the especially wealthy. Whether we’re aware of it or not, all of us are on a financial planning journey and nearly all of us will want to make the most of our money and that includes putting it to good use by investing for our future selves.

A new government brings with it uncertainty. Manifesto pledges are not legally binding and ambitious plans for the country need to be funded. This has focused many people’s minds on the need for financial planning. However, keeping a watchful eye on our financial resilience (our ability to recover quickly from unexpected financial shocks) is an exercise we should all be doing on a regular basis, rather than something we only think about in times of change or stress. Whether it’s a change in our circumstances, for example on marriage or, entering into a civil partnership, or cohabiting on starting a family, relationship breakdown, beginning to save for or to take retirement or investing to provide for our children’s education, financial planning can help everyone across all stages of their lives.

It’s hard to plan objectively for ourselves as financial decisions are often driven by emotion. We might worry that we’re not making the right choices for our family or feel nervous about making choices we’re not confident about. Nowadays, you can search for products online, but how do you know which ones will provide the right solution for you?

A financial adviser will get to know you, your circumstances and what you’d like to achieve in terms of your financial goals. Over time, they’ll be there for you as a professional trusted partner whose expertise and objectivity you can rely on.

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