Reference no: EM133001186

You are to write a client report (2500 words) for the Vine family that covers the following: 1. A financial plan for Fergus and Felicity. (60 marks- see below for allocation) You should make a judgement about the timescale of this plan, taking into consideration the financial milestones and factors mentioned in the case study. It should include: a. A clear breakdown of the couple's objectives over the short, medium and long term. You should clearly show a financial plan that models the likely changes in the couple's financial situation from now until the years to retirement, taking into account all of the information in the scenario (you may use excel for this and include as an appendices). You need to determine the key milestones that will change the couple's income and expenditure between now and retirement and model how these will change their overall financial position. You should consider at least two alternative scenarios you judge possible given the ages of both Fergus and Felicity and their possible retirement ages. (Please note you are not required to re calculate the current net pay of the couple and should use the approximate estimate of joint net