WHAT IS FINANCIAL PLANNING?
It’s the roadmap that allows you to have complete control over your financial destiny, now, and from now on.
Financial Planning - going above and beyond financial advice, what’s the difference?
Financial advisers help with individual products (pensions, ISA’s etc) usually on a stand-alone basis.
Financial planners use a holistic approach to look at your circumstances as a whole and use products as tools to help you meet the financial goals you set and plan for.
What financial planners do.
A financial planner is the essential ingredient that you need to help you realise your goals, create your bespoke plan, and ensure you can live it.
Changes can be made along the way, but the importance of the plan is to make sure that it works for you and your planner will support you to keep on track.
We believe in relationships
At My Financial Planning Partner we build a long term financial partnership with you, every step of the way.
