Category Archives: Holistic Financial Planning


Holistic Financial Planning

This week’s Financial Question is about holistic financial life planning. QUESTION Duncan, ‘holistic financial planning’ – is it not all a little quirky and touchy feely for us Brits? ANSWER By Duncan R Glassey Surprisingly it’s more ‘kicky punchy’ than touchy feely – allowing you time to visualise your personal goals before asking your financial planner to model the financial…

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