Financial planning is the process of making plans to achieve monetary goals.

Most people will agree that we live in very turbulent times economically. The UK economy is intertwined with the economies of other countries like never before and that adds to the volatility of the current economic situation. When discussing finances, two things often become apparent - everybody has an opinion and a take on the current situation we are in and, many people take the "wait and see" approach, often followed by the "head in the sand" approach when thinking about their overall financial situation and future. But can you afford to wait?

A good financial adviser can help you to get a clear picture of where you stand today and help you to build a plan for the future, be it a 5 year plan to get out of debt, setting up or reviewing your pensions to ensure you can retire when you want, and on the income you want, or managing your assets in a way that match your requirements.

Therefore, the first meeting you will have with the financial is extremely important. You will have a detailed, honest conversation about things that are important to you, your attitude to risk and your expectations. The more information you can provide and the better you both together can articulate your needs and wants, the more productive the relationship will be. Over the years, as your life evolves and plans change, the IFA will hopefully become a trusted friend and adviser, as you meet and review your plans performance and work together towards your goals.

Have you got a will? When was it last reviewed? Was it prepared by a professional will writer? Through Outlet Money you have access to a professional will writer. Please speak to one of our advisers and they will make the necessary arrangements.

Are your life policies in trust? Having a policy in trust ensures that the right amount of money reaches the right people in the shortest possible time. Please speak to one of our advisers about putting your life policies in trust.

For honest impartial advice, please contact us on 0845 263 0008 to make an appointment or if you prefer you can email us on money@outlet.co.uk. Alternatively, please complete the form below and an adviser will be in touch in the next 24 hours.

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