Guide

The financial planning journey | Guide

The financial planning journey – HERO

What’s involved in financial planning?

Whether it’s a change in our circumstances, for example marriage or entering into a civil partnership, starting a family, relationship breakdown, beginning to save for or to take retirement or investing to provide for our children’s education, financial planning can help everyone across all stages of their lives.

It’s hard to plan objectively for ourselves as our financial decisions are often driven by emotion. We might worry that we’re not making the right choices for our family or feel nervous about making choices we’re not confident about. Nowadays, you can search for products online, but how do you know which ones will provide the right solution for you?

What’s covered in the guide:

• What does a financial adviser do?

This guide explains our process in general terms and what financial planning can achieve for you.

• The financial planning process

A good financial planner will use a six-step process to help you achieve your financial goals.

• Focusing on investment planning

The process for choosing investments is a key part of financial planning and it has its own specific requirements.

• Can I do it myself?

Successful do-it-yourself financial planning is feasible, if you have the knowledge, time, patience and self-discipline.

• How we can help

We’re here to help you through the different stages of your financial planning journey.

Financial planning journey Guide

Meet the expert
Emil McKenzie
Emil-McKenzie-1
Financial Planner

Emil is a financial planner at The Progeny Group having joined following the acquisition of JMG Financial Services in October 2021. He has a vast wealth of experience having worked in financial services for 20 years of which 15 years have been spent advising clients.

He lives in Leeds with his wife and two young daughters having originally grown up in Birmingham before becoming an honorary Yorkshireman. He enjoys socialising, eating out with friends and family as well as hosting the odd BBQ at home – weather permitting of course! He also enjoys travelling with his family, having visited Asia and the middle East on numerous occasions and enjoying the sites and sounds of Spain and Greece regularly.

Emil specialises in providing retirement planning and investment advice to business owners and retired senior employees and executives, with a particular focus on helping clients plan for financial freedom and providing a legacy for their loved ones.

Open IHT
Financial planning
Open family discussions around inheritance
Pick up where you left off You've read this article
Emil-McKenzie-1
By Emil McKenzie
13th June 2022
multi-generational financial planning
Financial planning
Multi-generational financial planning
Pick up where you left off You've read this article
Emil-McKenzie-1
By Emil McKenzie
21st April 2022

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