Financial Planning update: Holistic Financial Planning - a short guide
Monday 27 June 2022
Historically, clients would turn to financial advisers when they required help on a specific issue, such as investing a lump sum, reviewing multiple pensions, or taking a retirement income.
However, more recently, financial advice has taken on a much more holistic view. Financial plans can range in their complexity based on client objectives; nevertheless, it is becoming increasingly more difficult to consider a single area of work without looking at the bigger picture.