Recorded 16 December 2020
What was covered?
- Welcome and introduction – Susan Pringle, Executive Director
- 2:01 – Market Update – Jonathan McDowall, Financial Planning Consultant
- 6:50 – What is a financial plan?
- 11:44 – Our role
- 12:55 – Cashflow modelling
- 31:43 – Review what you have
- 33:16 – Planning tips
- 38:39 – Live Q&A session
Get in touch
Hopefully, this webinar has answered a lot of the questions you may have had. However, if you would like more specific advice based on your individual circumstances, please get in touch with our financial planning team at firstname.lastname@example.org.
Independent financial advice is provided by Henderson Loggie Financial Planning Limited which is a wholly-owned subsidiary of Henderson Loggie Chartered Accountants. Henderson Loggie Financial Planning is authorised and regulated by the Financial Conduct Authority.
When investing the value of assets can fall as well as rise and the return of your original capital is not guaranteed. Also, note that past performance should not necessarily be used as a guide to the future.
Any references to tax and legislation are based on our understanding of the law and HM Revenue & Customs practice at the date of publication. Tax and legislation are liable to change. Tax relief may be altered and the value to the investor depends on their financial circumstances. The purpose of the information is to provide technical and generic guidance and should not be interpreted as a personal recommendation or advice.