Episode 1 – Concept 1 (You)

In this episode of In the know

Mark Brown discusses the concept of you with Neil Clarke.

Everyone is financially unique and financial planning needs to be tailored to you.

You are financially unique – how your assets have been accumulated, where they are held and what you want to do with them is unique to you. Your objectives, attitudes, preferences and timescales will also be unique.

This is part of our podcast series focusing on our ‘Seven concepts of financial planning‘.

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