What is Financial Planning?

Crowe Cast

10/08/2022

In this episode of Crowe Casts, you will hear from Julian Hanrahan, a Director for Crowe Financial Planning UK Limited who are independent whole-of-market financial advisors.

Lightbulb

Financial planning helps you make smart decisions about your money so you can achieve your goals in life. If you have never used a financial advisor before, the process to select the right one can be a little daunting. You will want to know exactly what they do and how they can help you. You may already be using a financial advisor, or have in the past and want to be sure you are asking the right questions.

Listen as Julian talks you through what you need to know to help you ask the right questions to decide on the right financial advisor for you.

 

Google pdcasts Apple podcasts Stitcher logo Spotify logo

Meet our Financial Planning team
Helping secure your future financial objectives.
Contact us
Let us know your enquiry and we'll be in touch.

Disclaimers

The information set out in our publications is for information purposes only and does not constitute advice to undertake a particular transaction. Appropriate professional advice should be taken on specific issues before any course of action is pursued. Any advice provided by a Crowe Consultant will follow only after consideration of all aspect of our internal advice guidance.

Past performance is not a guide to future performance, nor a reliable indicator of future results or performance. The value of investments, and the income or capital entitlement which may derive from them, if any, may go down as well as up and is not guaranteed; therefore investors may not get back the amount originally invested. 

The Financial Conduct Authority does not regulate Trusts, Tax or Estate Planning. 

Related insights

Clear Filter
loading gif
Pension contribution opportunities for Partners in professional practices
Understand the benefit of pension contributions and how as a Partner you can maximise the amount you save.
Pension contributions: act now to maximise tax efficiency
Understand the benefit of pension contributions and how as a Partner you can maximise the amount you save.
The value of long-term investing
It is natural to have concerns when markets fall, nobody wants to lose money. History tells us timing the market is rarely the right action to take.
Retirement needs planning
How will I know how much I will need in order to retire and how am I going to get there?
Is it time to consider ethical investing?
Investing ethically is by no means a new concept and its roots can be traced back hundreds of years.
How Loan Trusts can help with Inheritance Tax Planning
One way to reduce IHT liability on your estate is a Loan Trust enabling you to undertake IHT planning without the need to give capital away.
Pension contribution opportunities for Partners in professional practices
Understand the benefit of pension contributions and how as a Partner you can maximise the amount you save.
Pension contributions: act now to maximise tax efficiency
Understand the benefit of pension contributions and how as a Partner you can maximise the amount you save.
The value of long-term investing
It is natural to have concerns when markets fall, nobody wants to lose money. History tells us timing the market is rarely the right action to take.
Retirement needs planning
How will I know how much I will need in order to retire and how am I going to get there?
Is it time to consider ethical investing?
Investing ethically is by no means a new concept and its roots can be traced back hundreds of years.
How Loan Trusts can help with Inheritance Tax Planning
One way to reduce IHT liability on your estate is a Loan Trust enabling you to undertake IHT planning without the need to give capital away.