Financial Planning

Your task is to produce an integrated Financial Plan that comments on the issues identified in the case study. It is intended that the case study gives you all of the detail that you need in order to complete the plan. You should certainly assume that it is complete. This case study is designed to reflect as close to real-life client scenarios as possible. With that in mind, there may be anomalies or inconsistencies within the case study. You should be able to identify and resolve them and complete the Financial Plan accordingly. You should note that the file note has resulted from meeting(s) that you are deemed to have held with the client. Things that may appear to be inconsistent may be treated as being no more than different people?s interpretation of relationships and circumstances. The Financial Plan will be assessed against the assessment criteria in Units 2, 3, 4, 5 and 6. In order to pass each unit, every learning outcome within each unit must be passed. You will need to be familiar with a financial calculator or financial planning software. I will upload the textbooks, the e-learning which I have had to screenshot and download their individual attachment files, the course handbook (with the assessment criteria). I am available 24/7 to answer questions. If you need something ask. This coursework is very niche and specific. You need to understand the terminology and use it correctly or it will fail. You brief is to produce the financial plan which will pass assessment. Purely follow the guidelines in the handbook, the e-learning, and the examples. The report is not an essay. You are producing a financial plan as through it is to be presented to a client. I will provide feedback if things are not right.To clarify. Writer will be from UK, PhD educated in Financial Planning for individuals, UK tax. Can use a financial calculator or financial planning software. Can use terminology correctly. All guidelines are to be followed. They are contained within all the materials provided. READ THEM.

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