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Three key family financial planning decisions

We see three key decisions forming the foundation for family financial planning. What are they? Join us for a 30 minute recorded webinar to find out.
Published 16 September
30 mins

Whatever you are planning to achieve with your finances over the long term, we see three key decisions forming the foundation for any discussion – whether it’s helping your children, funding your retirement, or leaving a legacy.

These three decisions focus on:

 

  1. Why do I need a financial plan? We explain why it is important to have a plan, which is reviewed regularly, to help you achieve your financial goals.
  2. How do I protect my family? We set out the key documents you should have that support good family financial decisions.
  3. How should I structure my wealth? We flag some of the tax-efficient structures and wrappers, using the UK as an example.

Join Simon Prescott, head of wealth planning, in conversation with paraplanner Anna Slater, as they provide examples of how these discussions can be had over a relatively short space of time, given access to the right expertise that’s appropriate for you.

about the presenter

Simon Prescott

Simon Prescott

Simon heads up the wealth planning division for the international business. He works with clients and their families, in tandem with their professional advisers, to help structure their investments and other financial assets to achieve their goals and aspirations through the development of bespoke wealth plans. Working in partnership with our teams of private bankers, he integrates the benefits of wealth planning alongside our broader wealth management and wealth structuring capabilities.

 

Simon has over 24 years’ experience of delivering investment and planning advice, 15 of which have been with Nedbank Private Wealth. His appointment followed the establishment of bank’s wealth planning function, where he was instrumental in its design, build and implementation.

 

Simon holds the Level 7 Diploma in Advanced Financial Planning, the highest financial planning qualification in the UK, and is a Certified Financial PlannerTM, a Chartered Wealth Manager and a Chartered Fellow of the Chartered Institute for Securities & Investment.

Anna Slater

Anna Slater

Anna joined Nedbank Private Wealth in 2022 and is based out of the London office, working with the wealth planning division. Alongside the team, she works with clients and their families, in tandem with their professional advisers, to ensure they have a clear wealth plan in place to help them achieve their financial and lifestyle objectives.

 

Anna holds a BSc (Hons) degree from the University of East Anglia and is also a member of the Chartered Insurance Institute.

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