Forthcoming events

Northampton Summer Roadshow

• Thu 12 Jun 8:30 am – 4:00 pm
• Sedgebrook Hall

Precision planning & protection perfection How well are your clients able to articulate their financial goals? When did you last go back to basics and consider how protection features in your clients’ plans? Research shows that initially clients often don’t really know what their goals are. As financial advisers, you need to work closely with them to really explore their goals before building a precise plan which will deliver for their long-term future.