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When you come to see us for your first financial planning meeting we will obviously want to know about your assets and liabilities and income and expenditure. However much more importantly we want to know what matters to you. We really want to know what you want to achieve, what are your objectives and it is very helpful if you've already considered this before the meeting.
Objectives around cash reserve or retirement are fairly common, however it is very important that each objective is a SMART objective and as specific to you as possible.
Watch the video to find out more or speak to our Ulton Wealth Management team.
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