5. Client Handbook

The handbook was designed to complement the Financial Plan. The philosophy of Financial Planning is discussed in greater depth in the handbook. In essence, our handbook is our 'operations manual'.

The easiest way of following the handbook is via the Calendar of Financial Activity. Therefore, the Handbook has been designed in this structure so that you simply follow the calendar to ensure you are up to date.

To review what each procedure is about go to the Financial Activity Calendar section and click on the desired heading in the left hand side of the calendar. The headings in the Calendar are hyper linked to the detail concerning that activity. The headings that relate to you personally will be evident from your financial plan.