These videos are pre-recorded therefore some information contained within the videos includes references to taxation, legislation, regulation, and other issues or concerns that may no longer apply.
The contents of this presentation does not constitute advice and should not be taken as a recommendation to purchase or invest in any financial product. Before taking any decisions, we suggest you seek advice from a qualified financial adviser.
The value of pensions and investments can fall as well as rise. You may get back less than you invested.
Tax treatment varies according to individual circumstances and is subject to change.
The Financial Conduct Authority does not regulate on Estate Planning.
The Importance of Financial Planning from IDFM (City) Ltd
The Importance of Financial Planning by Peter Curtis, a chartered financial planner …
Life Planning Advice
Professional advice on life planning from IDFM (City) Ltd based in London