The role of a financial planner is to help a client gain clarity over their future.
This process uses a variety of skills and knowledge, including:
- Technical knowledge of areas such as tax and pensions
- Investment management
- Coaching skills – to help clients better understand their own objectives and motivations
- Financial forecasting – putting those objectives and motivations into numbers. What could the future look like?
- Applying rigour – we like to joke that we meet clients at least once a year whether they like it or not!