As part of our project to make a documentary film about Financial Planning, we are looking for a Baby Boomer couple to feature in the movie.
The couple, born between 1946 and 1964, will receive a free comprehensive Financial Plan from a highly qualified Certified Financial Planner (CFP) professional, usually costing £2,250.
Your bespoke Financial Plan will help you to identify, achieve and maintain the lifestyle that you and your family want.
It sets out a roadmap so that you can see where you are today and the steps that you need to take to meet your lifetime goals.
Our ideal Baby Boomer couple should live in the South East of England and be happy to appear on camera, disclosing some details of your personal finances and life goals.
Filming will take place in March or April, either at our offices in Cranleigh or your home.
If you would like to find out more, please get in touch for a confidential chat. You can email me at martin@icl-ifa.co.uk or call me on 01483 274566.
