Personal Finance and Wealth Planning – case study “The Windsor Family”

Write a client report (2500 words) for the Windsor family that covers the following:
1.A financial plan for Alastair and Wendy. (60 marks- see below for allocation)
Should cover all sections from A to E , i will attached sample words + power point from perivouse year for similar case study please look at and follow it , i attached the breif assessment it inculde teacher comments and highlight the most important parts in this case study . kindly see the teacher comments are very important its on the right side of page
You should make a judgement about the timescale of this plan, taking into consideration the financial milestones and factors mentioned in the case study.S

Sample Solution