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Advanced Financial Planning (Level 7, Unit 1)
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Amelia, a 42-year-old marketing executive, has recently inherited a substantial sum of money from her late uncle. She has a comfortable salary, a well-diversified investment portfolio, and no immediate financial concerns. However, she feels overwhelmed by the prospect of managing her newfound wealth and wants to ensure her financial future is secure. According to the established financial planning framework recommended by the CISI, what is the MOST appropriate initial action Amelia should take? Consider the impact of regulations such as the Financial Services and Markets Act 2000 and the FCA's Principles for Businesses when determining the best course of action.
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