Financial planners understand the complete picture.
Financial Planning describes the process by which a client outlines their financial goals (in as much detail as possible) and is then assisted - in this case by Cantab Asset Management's dedicated Financial Planners - in working out the achievement of those goals. This involves assisting clients evaluate, structure and plan their financial affairs such that they fit with their financial goals.
The steps involved include: collecting and assessing all relevant personal and financial data; identifying financial objectives; processing and analysing information; producing a financial plan and then discussing and agreeing the plan; implementing the plan; reviewing progress and modifying the plan as your circumstances change.
The plan may include detailed recommendations in the following areas: Investment Planning, Tax Planning, Risk Management and Insurance, Retirement Planning and Estate Planning.
Cantab Asset Management can also provide specialist advice on education funding and funding for long-term care.
Download our briefing note to read further.
Our Advice Process
Our Advice Process for Institutions