Personal Finance and wealth planning
Please read as the instructions are mentioned in details in the document attached below.
Please make sure that the following is mentioned in the presentation:
Discussion of the couples objectives with reference to timescale
Logical flow and structure of content
Evidence of research to form recommendations
Case study relevance and use of up to date material
Coverage of issues in the case study at the appropriate level of depth to include an overview of key recommendations to be expanded on in the report.