Your present or future investments and savings are part of your Financial Plan. We will look at the appropriateness of all your plans put in the context of what you are trying to achieve with them. We will ask you why you have what you do, what’s it for and is it fit for purpose? If your Plan suggests that there is a need to save or invest in order to live the life you want, then we will give you appropriate independent advice that will help you to achieve this.