Practical Financial Planning
Tuesday, 24 April 2012 from 15:00 to 16:00 (BST)
Guildford, United Kingdom
We are hosting a workshop for Solicitors and Accountants on Tuesday 24th April 2012 on the subject of practical Financial Planning.
This very practical session will include a demonstration of the construction of a Financial Plan, including the use of cash flow forecasts to determine when an individual will run out of money.
We will demonstrate how making adjustments to a Financial Plan can influence financial outcomes in life and why everyone needs a robust Financial Plan before making decisions.
Within this workshop we will demonstrate the power of the Financial Planning tools we use to provide our LifeWealth Design service to clients and how Financial Planning should be integrated with the provision of legal and taxation advice.
The workshop is hosted by Andrew Neligan, an experienced Chartered Financial Planner who is Financial Planning Director at Informed Choice and the pioneer behind the LifeWealth Design system.
Space at this workshop is strictly limited to ensure maximum value for attendees. Please reserve your free ticket early to ensure you can attend what we are confident will be an incredibly valuable session.
When & Where
Informed Choice Ltd
We are an award-winning firm of Chartered Financial Planners in Surrey working with individuals, trustees and business owners to build, manage and protect their wealth.
Informed Choice is six times winner of the prestigious Gold Standard for Independent Financial Advice at the Gold Standard Awards. As a firm of Chartered Finanical Planners, we have satisfied rigorous criteria relating to professional qualifications and ethical good practice. You can be confident that you will be dealing with a leading firm wholly committed to providing the best possible advice, service and support.
Informed Choice was named IFA of the Year at the Money Marketing Financial Services Awards 2010 and Best Retirement Adviser at the Moneyfacts Good Advice Awards 2010.