Step 1Listen to and understand your future aims.
Step 2We analyse your current retirement plans.
Step 3We identify and create a strategy for your retirement plan.
Step 4Review and adapt your retirement plan regularly, making amendments as your goals change.
Scott works as a paraplanner and he has been with us for the last 3 years when he came to us on placement from Queen’s university while he studied for a degree in Finance.. More recently he has completed my Level 4 Diploma in Regulated Financial Planning and got married, so things have been extremely … Continued