Friday, 21 March 2014

Financial Planning on the UP?!

With George Osbourne dropping a Pension's bombshell this Tuesday methinks the public will be expected to become far more familiar with the 5 tenets of financial planning once they can access their pension funds as they wish....

Five tenets of Financial Planning:

-  Establishing  goals,
- Working out assets and liabilities,
- Evaluating your financial position,
- Developing a plan,
- Implementing it and then regularly reviewing it.


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