What Is This Financial Planning Thing Anyway?

Updated: Nov 5, 2020

As part of our contribution to Financial Planning Week 2020, Jenny asked Dave Jones, a Chartered Financial Planner and Head of Financial Planning at Chesterton House, to explain the process involved in creating and implementing a Plan, what people can expect when they engage a Planner to act for them, and what difference having a Plan can make to your money and your life.

You can choose to watch the video of our meeting or listen to the audio podcast. Just click on the appropriate image below.

Watch the video below

Listen to the podcast below

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