Items related to Personal Financial Planning Manual

Personal Financial Planning Manual - Softcover

 
9780406002037: Personal Financial Planning Manual

Synopsis

This text has been brought up to date with developments arising from the Finance Act, 1991. Adopting a practical approach, it highlights the potential advantages, disadvantages, suitability and costs of each investment, life assurance and pension product reviewed. The manual emphasizes that the practitioner who intends to advise clients on personal financial planning needs to set aside sufficient time to analyze the client's circumstances, needs, plans and aspirations properly.

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