Tracy Furminger, Independent Financial Advisor and Head of Financial Planning, talks about her role and the service she offers at Girlings Solicitors.
Tracy’s work with clients begins with a fact-finding meeting, so that she may fully understand their financial and personal circumstances. From there, a client’s goals and objectives can be identified and then organised into a practical plan of action.
The financial advice offered by Tracy includes tax planning, which is tailored to suit an individual client’s circumstances and achieve the most tax efficient solution.
Tracy also outlines how important it is with retirement planning to factor in longevity, as many people underestimate their retirement lifespan. This is particularly important when an income is drawn from a pension pot.Back to videos