ten simple tips for your financial planning

Financial Solutions for Life

Ten tips to help you kick start your plans

1. Identify your goals

2. Know what you are worth

3. Maintain a budget

4. Keep debts down

5. Stash some cash

6. Save! Save! Save!

7. Get yourself protected

8. Plan your retirement

9. Look to invest as it’s not just for the rich

10. Spread the word

So who are James Harvey Associates?

• Bespoke financial strategists

• Independent

• Average of over twenty years experience• Low Staff turnover• Strong Balance Sheet• Directly authorised and regulated by the FSA

Practical solutions for good planning

• Understanding of why things happen

• Concerns people have

• Development of a framework

• The five steps of Financial Planning

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