Our monthly video series delivers clear, jargon-free answers to our clients’ most pressing questions in just under three minutes.
In our latest episode of The Big Question, we ask Owen Redmond, Head of Financial Planning: how do I start financial planning?
“At Goodbody, we build financial plans for our clients. We base them on our clients’ goals, risks, and needs for later in life. With these insights, we create a lifelong financial plan which covers every aspect of a client’s finances.
“As life unfolds, clients realize they need a long-term adviser for each stage of their plan, so financial advisers tend to stay close to them,” explains Redmond.