Financial planning is basically all about your money and you. In financial planning, a financial adviser looks at your current financial position. This includes your pensions, investments, savings and all your assets. They will then listen to what your goals are now, for the medium term and for the rest of your life! This information will then help them to construct a financial plan for you that is suitable for your own individual circumstances. It is important that your spouse/partner is involved wherever possible as often these plans are joint and there can be tax advantages to the financial plan also.
