This episode is the second part of a series on our 7 Concepts of Financial Planning.
The takeaway: Understand how much money you need and whether you have enough.
Knowing the amount of assets you will need to meet your requirements, objectives and aspirations over the course of your lifetime and after you are deceased enables you to understand where you currently are in relation to this and how to plan accordingly.
Join our Managing Director, Mark Brown, as he discusses this concept with Business Development Director and Chartered Financial Planner, Sarah Maguire.
Visit our website for more content: https://lffinancialplanning.co.uk/
Lucas Fettes Financial Planning® is a registered trading name of Lucas Fettes & Partners (Financial Services) Limited, who are independent financial advisers authorised and regulated by the Financial Conduct Authority (FCA number: 146279). Financial Conduct Authority regulation applies to certain regulated activities, products and services, but does not necessarily apply to all tax planning activities and services.
