Business
In this Financial Planning series, we’ll be covering the main stages of an individual’s financial life cycle such as education, lifetime allowance, wealth transfer, property and retirement.Anne McClean, a charted financial planner and director in the financial planning team at Smith & Williamson London, is joined throughout this series with Leigh Cecil, a charted financial planner from our Bristol.**LINKS**To view the full show notes, head to out website here... https://smithandwilliamson.com/en/insights-landing/sw-the-pulse/Pensions vs ISAs... https://smithandwilliamson.com/en/insights/pension-vs-isa/?utm_source=simplecast&utm_medium=podcast&utm_campaign=financial_planningEnterprise Investment Schemes Flyer... will be available post budget on our website www.smithandwilliamson.com This episode was recorded on 26/02/2020 This S&W The Pulse podcast is of a general nature and is not a substitute for professional advice. No responsibility can be accepted for the consequences of any action taken or refrained from as a result of what is said. The views expressed are not necessarily those of the presenter or of Smith & Williamson or any of its affiliates. No reproduction of this podcast may be made in whole or in part for professional or recreational purposes. No action should be taken based on this podcast and we accept no liability if we change your views on any of the subjects mentioned.