S&W The Pulse

In this Financial Planning series, we’ll be covering the main stages of an individual’s financial life cycle such as education, lifetime allowance, wealth transfer, property and retirement.Anne McClean, a charted financial planner and director in the financial planning team at Smith & Williamson London, is joined throughout this series with Leigh Cecil, a charted financial planner from our Bristol.**LINKS**To view the full show notes, head to out website here... https://smithandwilliamson.com/en/insights-landing/sw-the-pulse/Pensions vs ISAs...  https://smithandwilliamson.com/en/insights/pension-vs-isa/?utm_source=simplecast&utm_medium=podcast&utm_campaign=financial_planningEnterprise Investment Schemes Flyer... will be available post budget on our website www.smithandwilliamson.com This episode was recorded on 26/02/2020 This S&W The Pulse podcast is of a general nature and is not a substitute for professional advice. No responsibility can be accepted for the consequences of any action taken