The site for Paraplanners and Paraplanning in the UK
Posts tagged as:
Knowing how long a client can expect to live is very useful when considering most types of financial planning issues yet, apart from in some unfortunate cases, most of us cannot really say for sure when we are going to die. Despite this we still need to make a realistic assumption regarding longevity and [...]
{ 1 comment }
Truth is the financial planning part of the Prestwood software system which has been ‘re-packaged’ and launched by Paul Armson. I attended a demonstration and workshop given by Paul where I met Mike Linksey of Fincision. Mike has posted a thorough review of the software on his site which I have reproduced below.
I’ve [...]
{ 3 comments }
