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Financial planning is for everyone as it is important to think ahead and plan for the future.  Research has identified that younger people lack general understanding of their current finances and what they need to do to plan for their financial future. 

It is important that regardless of your age, the earlier you start looking into and planning your financial goals, the more chance you have of achieving them. 

Seeing an independent financial adviser not only gives people more confidence in achieving their financial goals but also helps to improve their overall quality of life by reducing stress and anxiety about financial matters. 

CISI (Chartered Institute for Securities & Investment) hosts the annual financial planning week on 22-28 January 2024. The aim is to get people talking about their finances and raise awareness of the role of financial advisers in helping people, of all ages and all financial circumstances, reach their future financial goals. 

26 January 2024

The views expressed in this blog do not in any way constitute advice and are specific to the date noted. As time passes the facts can change and readers should consult their adviser for up to date advice on any matters covered within the blog. Invest Southwest offers an initial review, which is free of charge, however long it takes. From this we will be able to confirm how we can help and give you an opportunity to decide if you would like us to. Thereafter, we will provide you with detailed recommendations and exact costs. Please note that we promise not to levy any kind of fee unless we can demonstrate a benefit to you.