When you choose a financial planner, it’s important they are someone you’re going to be able to work with collaboratively to help achieve your life goals. So I’ve pulled together some of my thoughts on financial planning and how I work with clients, so you can get to know more about me, and to give you some additional insights to help you plan your financial journey.
COVID-19 has shaken up many known certainties. With economies around the world facing a bumpy ride, one of the areas you may be feeling less certain about is your long-term financial planning. While you may feel like the future is up in the air, with the right expert advice, you should be able to keep your long-term expectations broadly on track.