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An introduction to Financial Planning

The content in this video is for your information and education only and is not attended to address your particular personal requirements. The information does not constitute financial advice or recommendation to act and should not be considered as such. Always seek personal financial advice prior to taking any action.


Please note that in respect of Lifetime ISA’s, if the money is used for anything other than a deposit for a house or before 60 for any other reason the you may be subject to a 25% withdrawal charge.


Note that both Annuities and Flexible access drawdown pensions have benefits and drawbacks. The suitability of each pension type within the context of pension planning comes down to individual circumstances and we would always recommend advice from a suitable qualified Independent Financial Adviser before making any decision.


Investments can go down as well as up and you may not get back the original capital invested.


The Financial Conduct Authority does not regulate Will or Estate planning, nor does it regulate tax and trust planning.

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