The Financial Planning Journey

What can financial planning do for you?

Financial planning isn’t just reserved for the especially wealthy. Whether we’re aware of it or not, all of us are on a financial planning journey and nearly all of us will want to make the most of our money. The ongoing impact of Covid-19 on the nation’s physical, mental and financial health has focused many people’s minds on the need for financial planning.

However, keeping a watchful eye on our financial resilience (our ability to recover quickly from unexpected financial shocks) is an exercise we should all be doing on a regular basis, rather than something we only think about in times of stress. Whether it’s a change in our circumstances, for example on marriage or divorce or on starting a family, beginning to save for or to take retirement or investing to provide for our children’s education, financial planning can help everyone across all stages of their lives.

It’s hard to plan objectively for ourselves as our financial decisions are often driven by emotion. We might worry that we’re not making the right choices for our family or feel nervous about making choices we’re not confident about. Nowadays, you can search for products online, but how do you know which ones will provide the right solution for you?

A good financial adviser will get to know you, your circumstances and what you’d like to achieve in terms of your financial goals. Over time, they’ll be there for you as a trusted partner whose expertise and objectivity you can rely on. 

The Financial Planning Journey

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This publication is for general information only and is not intended to be advice to any specific person. You are recommended to seek competent professional advice before taking or refraining from taking any action on the basis of the contents of this publication. The Financial Conduct Authority does not regulate tax advice, so it is outside the investment protection rules of the Financial Services and Markets Act and the Financial Services Compensation Scheme. This publication represents our understanding of law and HM Revenue & Customs practice as at 2 November 2021.