This episode is the third part of a series on our 7 Concepts of Financial Planning.

The takeaway: How much time do you want to spend managing your assets and are they currently organised to reflect this?

Managing your assets/wealth takes time, knowledge and expertise. How much time you spend will be determined by where your assets are held and how involved you are and want to be in their management.

Join our Managing Director, Mark Brown, as he discusses this concept with Divisional Director and Independent Financial Planner, Kerry Holmes.

Visit our website for more content: https://lffinancialplanning.co.uk/

Lucas Fettes Financial Planning® is a registered trading name of Lucas Fettes & Partners (Financial Services) Limited, who are independent financial advisers authorised and regulated by the Financial Conduct Authority (FCA number: 146279). Financial Conduct Authority regulation applies to certain regulated activities, products and services, but does not necessarily apply to all tax planning activities and services.