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Combining financial planning and wealth management provides a cohesive strategy for managing both your assets and long-term financial goals. Financial planning focuses on budgeting, retirement, and tax planning, while wealth management integrates investment strategies and risk management. Together, they ensure that your financial plan is aligned with your risk tolerance, goals, and market conditions, providing a more effective approach to wealth accumulation and protection. This holistic method allows for better tax efficiency, optimised growth, and personalised advice, enhancing your overall financial security and decision-making.

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Andrew Martin

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10mo ago

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