In our guide, we consider the questions you
may need to ask to shape your future. As we all
know and experience, there are usually bumps
in the road on every journey. Even the best
financial plans and most experienced investors
can’t always predict the complexities of life.
So the starting point for protecting, growing
and passing on your wealth is to have a clear
financial plan, linked to your lifestyle goals.
But your financial goals – which are likely to
be the biggest, most life-changing goals of all
– can all too often be put on the back burner,
whether this is working out ways to build an
investment portfolio, set up a business, retire
early or leave your wealth to your family.