Of course – if you have the time, skills and aptitude, there is nothing to stop you completing your own financial plan. However, doing so is not for everybody! A word of caution would be to just be careful as the potential mistakes that you could make can be expensive mistakes. 

Alternatively, if you would rather work with us in partnership, rest assured that you can circumnavigate the three years economics degree, sixteen professional exams (and counting!) to reach another degree level qualification (level 6) in financial planning, a minimum of 35 hours per annum professional development and tens of thousands of hours of professional experience helping others reach their financial goals, aspirations and lifestyles. 

Plus, if we make a mistake, we are fully insured to rectify the situation and we are regulated by the Financial Conduct Authority.