Financial Plan

Topics: Investment, Asset, Balance sheet Pages: 42 (5384 words) Published: April 16, 2014
University Modular Framework

Accounting & Finance 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 __________CHU HO HIM__________________
Student Number __________12423393______________________

Title of Module

_____ACC 3013 Investment Management________

Title of Coursework ______Financial Plan for Philip Lewis__________

Marking Tutor __________Dr.Lien Luu________________________

Hand in Date _________30th January 2013____________________

Extension Granted to_________________________________________

Checklist before submission
1.
2.

3.
4.

Have you read, understood and acted in accordance with the
referencing guidelines set out in the appropriate Accounting & Finance Module Guide.
Where you have quoted directly from or where you have
paraphrased the work of others, have you acknowledged and
appropriately referenced the source of your quotation in the body of the text?
Have you placed all direct quotations in inverted commas?
Have you listed and correctly cited all your sources in your bibliography?

Financial Planning for Philip Lewis

Declaration by the candidate named above
1.

I confirm that this is my own work (or, in the case of a group assignment, the work of my group) and that, although I may have consulted others in the course of assembling material for the work, the finished article has been completed without help or participation of any other person (other than, in group assignments, other members of the same group).

2.

The work contains no material drawn from unattributed sources.

Signed

_____CHU HO HIM_____

Date

____26th January 2013__

Page 1

Financial Planning for Philip Lewis

Tutor Comments:

Mark:
Marker’s general view of the
work:

Assessment Criteria

Excellent

Very
good

Satisfactory

Needs
some
more
work

Needs
much
more
work

Understanding of topic areas
Application of method
Quality of decisions
Justification of decisions
Critical analysis

Research underpinning
Detailed and comprehensive
review of relevant literature
and published works
Presentation (quality)
Preparation of materials
Numerical presentation
Oral presentation
Logical development &
structure
Use of references
Presentation of Reference

SPECIFIC aspects of your assignment

SPECIFIC aspects of your assignment

.... that the marker likes:

.... that need more work:

Page 2

Financial Planning for Philip Lewis

Tutor Signature: ....................................................... Date: ......................

Moderators comments:

Moderators Signature: ....................................................... Date: .................

Page 3

Financial Planning for Philip Lewis

ACC 3013 Investment Management
Philip Lewis’s Financial Plan

By

HO HIM CHU

A project submitted in partial fulfilment of
the requirements for the degree of

BA International Accounting

at the

University of Northampton
2013

Page 4

Financial Planning for Philip Lewis

Financial Planning Report
for PHILIP LEWIS
Prepared by Chu Ho Him
Date 17 January 2013

Page 5

Financial Planning for Philip Lewis

CONTENTS
CONTENTS ................................................................................................................................................................................... 6 LIST OF TABLES ........................................................................................................................................................................ 7 LIST OF FIGURES....................................................................................................................................................................... 7 LIST OF APPENDICES...
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