For people who want to understand basic financial planning.

• How to create own business plan to achieve goals.
• Enable clients to speak to financial advisors & understand their answers.
• Build confidence to help people save for the future without embarrassment of late start or current status.
• Making sense of mis-selling & media scare stories to avoid pitfalls.
• How to protect self and family.
• Inheritance tax planning & Trusts.
• Access to a range of financial Advisors where needed.
• Why different types of advisors exist and their remit & suitability to you.

Learn how to balance your risks and your benefits in order to maximize on your protection

How much provision should you have in property, savings, pensions & life assurance.

• The nature of company pensions and their purpose.
• The nature of company pensions and their purpose.
• Offshore investments including currency.
• Rationale for investment Portfolio management & types.                  
• Financial planning as risk management.
• The law, Regulations and how they impact on you.