It’s about changing the focus, from products, pensions, ISAs and so forth, and putting the emphasis on you and what you want to achieve in life.
Once we know your life objectives, and these will be as unique as you are, we can build a financial plan to achieve them. Of course, the plan will need to be reviewed to keep it on track.
Here at Handford Aitkenhead & Walker, we follow a multi-stage process: