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University Modular Framework
University Modular Framework
Accounting & Finance Field Copies available from the undergraduate Office

Front Sheet NB. This sheet must be attached to any submission of Accounting & Finance field module coursework made to the Student Assessment Office. No assignment will be accepted without it. Name of Candidate JIAYI LIN Title of Module ACC3013 Investment Management Title of Coursework Financial Planning for Mark Lewis Marking Tutor Lien.Luu Hand in Date 28/12/2014 Extension Granted to _________________________________________________

Financial plan for Mark Lewis

Prepared by Date 28 December 2014

Checklist before submission 1 Declaration by the candidate named above 2 Introduction: 8 About you 8 Current situation: 8 Personal aims: 9 Base plan 10 Assets and liabilities 11 Assets 11 Liabilities distribution: 12 Income & Expenditure 13 Food expenditure 14 Clothes 14 Rental 15 Others 15 Investment and portfolio: 16 You want to know: 16 Current situation 17 General 18 Gilts 18 Funds 19 Emergency fund 19 Stocks & shares ISAs 20 Pension 20 Income protection 21 Property 22 Start Plan 23 Conclusion 24 Appendix 26 References 30
Introduction:
According to the information you provide, that seems like a financial plan is essential in order to achieve your goals in the future life. In this financial plan, we will make you clearly know what you have (Assets) and what you owe to

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