Chris Budd: The emergency financial plan

The cashflow forecast

clock • 3 min read

Financial advisers may not be emergency workers, but Chris Budd believes he may have once helped saved the life of one by creating a financial plan...

Financial planning is a process that takes time over the course of many meetings. It needs questioning, contemplation, investigation, consideration. It is not a process that you always think of as being part of the emergency services. I envisage the paramedics in their ambulance, followed by the Blood Bank motorcyclist, followed by a five series BMW. They arrive at the scene, and immediately start asking questions. "Is the patient breathing?" "What blood type is the patient?" "When did the patient last have a pension review?" The emergency pension I did once have an eme...

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