Financial planning is very personal

Author: Dani Glover

Categories: Business Strategy, Getting advice, Personal Wealth
Tags: Financial planning

Dani Glover, Director - Director - Personal Financial Planning, Smith & Williamson on financial planning.

Sometimes it can take a while to work out what somebody has but I think one of the first meetings that you have with the client is really important because you understand just them talking through what they think they have.

It gives you an idea of where they want to go and it gives them an opportunity to work out where they want to go, what's important.

The lovely thing about financial planning, you can't walk up to a cash point and press a button and it tells you what you should do, it's all very personal.

We all have different hopes and aspirations and dates that we think we're going to retire or what we want to do with our money.

So it's wonderful, you get to know your client very well.


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