ifa.net

My World Planner - Record the aspects of your financial life in a picture. Make it as detailed as you like. It's an aide memoire; Make it your picture - it's organic make it reflect your world, your hopes and dreams, your risks and concerns. Use it to compare your world to our advisers ideal, see where you are strong or weak then decide what you want to do about it and when.

My World

How It Works

This My World Planner is an example of how your world can look. By moving around the planner and adding your personal information you can start to get an advisers view of where you are strong and where you are weak. You can then decide what to do. Do you need advice, or are you happy to be your own adviser? Do you want to act now, or are you happy to wait? If you are unsure about any area of your world why not talk to our advisers who are here to listen, understand your world and provide advice on your terms. Either call us on 0845 257 2507 or email info@ifa.net.

Click here to open your FREE MyWorld account and stay up to date with your affairs.