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The Cambridge Dictionary describes Planning as: ‘the process of deciding in detail how to do something before you actually start to do it.’ That seems simple enough, yet one of the key challenges we have in life is to not only plan, but to maintain that plan as things change. When we have conversations with clients, the concept of planning is often discussed. In these instances, we always encourage our clients to plan their life choices, rather than simply just look at their financial plans.

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Registered in England and Wales No: 3053936. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley Lancashire PR7 1NY.

Perspective (South West) Limited is authorised and regulated by the Financial Conduct Authority.

Perspective (South West) Limited is a subsidiary of Perspective Financial Group Limited.

Should you have cause to complain, and you are not satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:

The Financial Ombudsman Service Exchange Tower, London, E14 9SR

Tel: 0800 023 4567 or 0300 123 9 123


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