What is Financial Planning?

Crowe Cast

22/10/2020

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.

people chatting in glass office

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.

 

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Crowe Cast series

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Podcast title Date Services Industries
13/08/2021
Employment Tax
Manufacturing
05/08/2021
29/07/2021
Tax for Private Clients
Private Wealth
08/07/2021
Private Wealth
24/06/2021
Financial Planning
Private Wealth
22/06/2021
Employment Tax
10/06/2021
Professional Practices
Pension Funds
03/06/2021
Forensic Services
01/06/2021
Manufacturing
13/05/2021
Manufacturing

Contact us

Julian Hanrahan
Julian Hanrahan
Financial Planning Director
Maidstone and Tunbridge Wells
Phil Smithyes
Phil Smithyes
Partner, Head of Financial Planning
Thames Valley