SaSo - Financial planning in uncertain times
'during these uncertain times the global community of financial planning is here to help you whether you are employed or self employed.'
SaSo has a team of highly qualified professional advisers and we would like to reiterate the message from Jacqueline Locke, Head of Financial Planning at CISI, that during these uncertain times the global community of financial planning is here to help you whether you are employed or self employed.
There are important factors that you should be considering for example cash management, Wills, succession planning, protecting your family, staying positive and generally looking after yourself whilst keeping focused on the future. We are all in this together and please do get in touch if you need any advice in this area. financialplanninghashtag#financialgoals
To access the guide please click on the following links: Employed = Cisi.org/c19fp and Self-employed/small businesses = cisi.org/c19fpbusiness
Head of Business Development
SaSo Strategic Advisers
8th May 2020
The commentary has been prepared solely for informational purposes for the recipient, it does not constitute an offer to buy any service, financial product or make any investment or a solicitation of offers to buy any service, financial product or make any investment nor should it be considered as investment advice. Any offers to buy any service, financial product or make an investment or solicitation of offers to buy any service, financial product or make an investment through the provision of investment advice will be made only pursuant to definitive agreements and other documents and information that may be subsequently provided.
Investing or dealing in any financial product should not be considered unless its nature and the extent of the exposure to risk is understood. All investments and financial products involve risk which include (among others) the risk of adverse or unanticipated market, financial or political developments and may include currency risk. Some investments and financial products might carry greater risks than others. Past performance is not a reliable indication of future performance. Investments can go down as well as up and involve the risk of loss.
The commentary is based on information generally available to the public and does not contain any material, non-public information. No representation, warranty or claim is made that it is current, accurate or complete.
SaSo Strategic Advisers Limited is regulated by the Jersey Financial Services Commission for the Conduct of Investment Business.
About the Author
John Leonard, Head of Business Development
Should you wish to discuss your financial arrangements with one of our professionally qualified advisors please contact SaSo via any of the links on our site.