The Twelve Days of Financial Planning:

We’re heading for Christmas, so the inevitable has had to happen. We’ve written the Twelve Days of Financial Planning for you to sing to yourself. Please mull over it when thinking about what you need to get sorted in 2020 and enjoy!

Day 1:

On the first day of Christmas,
My adviser said to me,
‘A financial plan will really be key!’

Day 2:

On the second day of Christmas,
My adviser said to me,
‘Top your pension up,
A financial plan will really be key!’

Day 3:

On the third day of Christmas,
My adviser said to me,
‘Can you invest?
Top your pension up,
A financial plan will really be key!

Day 4:

On the fourth day of Christmas,
My adviser said to me,
‘Saving is a must,
Can you invest?
Top your pension up,
A financial plan will really be key!

Day 5:

On the fifth day of Christmas,
My adviser said to me,
‘Please do plan ahead!
Saving is a must,
Can you invest?
Top your pension up,
A financial plan will really be key!

Day 6:

On the sixth day of Christmas,
My adviser said to me,
‘Why’s your Will waiting?
Please do plan ahead!
Saving is a must,
Can you invest?
Top your pension up,
A financial plan will really be key!

Day 7:

On the seventh day of Christmas,
My adviser said to me,
‘Appoint a Power of Attorney,
Why’s your Will waiting?
Please do plan ahead!
Saving is a must,
Can you invest?
Top your pension up,
A financial plan will really be key!

Day 8:

On the eighth day of Christmas,
My adviser said to me,
‘Check out Business Planning,
Appoint a Power of Attorney,
Why’s your Will waiting?
Please do plan ahead!
Saving is a must,
Can you invest?
Top your pension up,
A financial plan will really be key!

Day 9:

On the ninth day of Christmas,
My adviser said to me,
‘Overpay your mortgage,
Check out Business Planning,
Appoint a Power of Attorney,
Why’s your Will waiting?
Please do plan ahead!
Saving is a must,
Can you invest?
Top your pension up,
A financial plan will really be key!

Day 10:

On the tenth day of Christmas,
My adviser said to me,
‘Have you paid your tax bill?
Overpay your mortgage,
Check out Business Planning,
Appoint a Power of Attorney,
Why’s your Will waiting?
Please do plan ahead!
Saving is a must,
Can you invest?
Top your pension up,
A financial plan will really be key!

Day 11:

On the eleventh day of Christmas,
My adviser said to me,
‘Monitor your money,
Have you paid your tax bill?
Overpay your mortgage,
Check out Business Planning,
Appoint a Power of Attorney,
Why’s your Will waiting?
Please do plan ahead!
Saving is a must,
Can you invest?
Top your pension up,
A financial plan will really be key!

Day 12:

On the twelfth day of Christmas,
My adviser said to me,
‘Speak up when life changes,
Monitor your money,
Have you paid your tax bill?
Overpay your mortgage,
Check out Business Planning,
Appoint a Power of Attorney,
Why’s your Will waiting?
Please do plan ahead!
Saving is a must,
Can you invest?
Top your pension up,
You’ll get this all at Lewis Brownlee!

 

As always, if you would like to speak to a financial adviser, please do give us a call on 01243 767 469. Alternatively, you can email us via our contact page, and an adviser will be in touch!