Pensions, Investment, Protection and the role of Financial Planning
Our latest podcast is now live on our media channels. Looking at pensions, investments, protection and the role of financial planning, Rory talks about the link between advice and planning.
He examines different scenarios of the work that he covers in both fields with clients including:
- Pension planning
- Lump sum investments
- Family protection
- Corporate plans
As well as the role of financial planning. He also discusses the need for protecting current assets as well as future planning.
At the heart of it all is the focus on financial freedom for the client and a Life Without Limits!