When thinking about something as important as your long-term financial security, most of us can’t afford to put a foot wrong.
There are some things you might feel confident tackling yourself and others that should be left to the experts.
In April, Hargreaves Lansdown will be hosting a live webinar taking a closer look at how financial planning works and how it could work for you.
The information in this email and upcoming webinar isn’t personal advice. If you’re not sure if a course of action is right for you, please ask about financial advice. Investments can fall as well as rise in value so you could get back less than you invest.
There are lots of variables when it comes to financial planning and it can be hard to see how one action affects another.
In this session, Clare Stinton will speak to Will Pomphrey to debunk the myths of financial advice and demystify the process. You’ll hear about:
- The financial planning process
The first consultation and how an adviser gauges attitudes to risk - Cash flow planning and modelling
Understand your financial position in greater detail with cash flow modelling - How to build a diversified investment portfolio
The main considerations and how often you should review your plan - What you need to know moving into the new tax 2024/25
How to combat fiscal drag and make your money work harder
Inspiring inclusion: Firing up female financial resilience
Last month, the women behind #FinanciallyFearless discussed how to build female financial resilience, both important for the freedom of women, as well as the security of their loved ones. This recording is not personal advice. If you’re unsure, please ask us about financial advice.
Catch up with previous webinars on demand.
Find previous sessions on the ‘Switch Your Money On’ playlist.