When you first contact a financial adviser, they will generally start by conducting some form of fact-find meeting with you where they will try to find out all about your current situation, your ...

What Is Financial Life Planning? Financial life planning is a holistic approach to managing personal finances that considers an individual's values, goals, and life stages. It aims to create a ...

Prior to the RDR, the industry was predominantly product-sales orientated. Post RDR, for many financial advisers, the new approach has become ‘holistic’. This means cashflow forecasting, risk ...

Kinder, whose institute was sponsor of this year’s International Life Planning conference in London, told delegates that combining life planning with a fee-based business model could enhance saleable ...

Investment trusts have historically offered a way to invest that is often cheaper and more transparent than the far more popular unit trusts. Playing in a jazz band, working with animals or trekking ...

Partha Iyengar talks about life planning, his new e-learning platform and more. You have been trained in life planning. Tell us more about this course and how it helps advisers. Life Planning helps ...

With a mission to facilitate the bureaucratic processes embroiled in everyone's life, Heir Tight seeks to ease further the life planning process by introducing supported hardware in the future. "We ...

Writing a will should be a vital part of the end of life planning process. But these important documents can get neglected entirely, or are not updated to reflect the will writer’s actual wishes when ...