2. What we do? Our clients Example – Financial Planning Advice Summary Any questions Agenda
3. Financial Planning - Goals Financial advice – Add Value Second opinions - Reassurance What we do?
4. Directors – owner managed businesses Retirees Medical practitioners – The Medical IFA Divorcees – The Divorce IFA Our clients
5. Solicitor Age 44 Earning £60,000 p.a. Wanted a career change at age 50 Case study
6. Lifetime Cashflow forecast Could change job but... Shortfall at retirement So increased pension contributions to level to meet deficit (saved tax!) Restructured existing pensions to meet her attitude to risk (sleep at night!) Case Study
8. Financial planning = long term client relationships Advice builds on this to add value by saving time, tax and money Who do you know who could benefit from this approach Summary
10. For more information visit: www.white-well.co.uk Whitewell Financial Planning Limited is an appointed representative of The Whitechurch Network Limited, which is authorised and regulated, by the Financial Services Limited. Further information