Look after your entire family

What should you be asking your financial planner? Dr Benjamin Holdsworth shows how independent practitioners can ensure they have the right help in place.

You may be deciding whether now is the time to engage some help with your finances, as the scale of your work is growing, your income streams are becoming more complex and your tax affairs seem confusing.

Alternatively, you may have stayed with the same financial planner for a decade but never been entirely convinced that they understand every aspect of your financial affairs.

Whatever your current situation, it can be worth asking a few key questions to ensure the needs of you and your family – both now and in the future – are being met.

Arrow kiteDo they have experience of medical income streams?