Lancashire & Cumbria learn about Life Planning from Maria Nemeth

I was lucky enough to see Dr Maria Nemeth's presentation at IFP's Paraplanner conference in 2011, and found her a source of inspiration, reports Jane Holt, Paraplanner and director with Mackenzie Financial Planning in Bury. Read more...

Interview: Life planning founder George Kinder

Now the RDR has arrived, many Financial Planners may be thinking about value-added services for their clients. George Kinder of The Kinder Institute explains what his Life Planning approach offers. Read more...

Couples sharing financial concerns with advisers rather than each other

Guardian Wealth Management has highlighted the fact that Financial Planners are playing the role of counselors to their clients. Read more...

George Kinder hopes to double number of Life Planners in UK

George Kinder, the US founder of the global Life Planning movement, believes the RDR will be the catalyst for more advisers making the step to Life Planning. Read more...
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