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  • Woodgate FP

The Five Key Financial Planning Areas That Will Boost You to Financial Freedom

As part of the CISI Financial Planning Week 2021, our sister company, Chesterton House, ran a webinar about the five key areas of making a financial plan. They spoke to one of our Directors, Andy Jervis, who passes on dozens of useful tips for anyone trying to build long-term wealth.

Values-based financial planning is a core part of what we do at Woodgate Financial Planning, and a big part of this includes focusing on using five key areas of your financial plan to target and achieve your goals.

Watch the video below to find out more about how we put your financial plan together and to pick up useful tips for building long-term wealth.



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