Our clients typically come to us following a significant change in circumstances. Our clients include:
- Business owners and entrepreneurs
- Recent divorcees
- Widows and widowers
- Recipients of inherited wealth
- Partners in professional firms
- Trusts and trustees
- Recently retired
If you recognise yourself from the list above please get in touch.
Alan Dick CERTIFIED FINANCIAL PLANNER professional (CFPcm) of Forty Two Wealth Management was recently featured in Financial Planner magazine.
The article, in which Alan gives his views on the future of the financial planning profession in 2013 and beyond, was the main cover story in the December 2012 edition of the magazine.
The full article has be reproduced below by kind permission of Financial Planner Magazine.
This section contains links to external resources which you may find of use.
Over time we will also add a reading list of some of our favourite books.