Should you use a Financial Life Planner?

Category 10/06/2012 by Martin Bamford

Should you use a Financial Life Planner?The Telegraph published an interesting article this weekend, asking whether a new breed of Financial Life Planners provide a valuable service or represent a waste of money.

Financial Life Planning is a service that originated in the United States, now practised by a handful of financial advisers in the UK.

It aims to transform

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Martin Bamford

About Martin Bamford

Martin is a Chartered Financial Planner, responsible for investment research and the management of Informed Choice. As an established Media IFA, Martin is frequently quoted in the press. Martin is a published author and two of his books – The Money Tree and Brilliant Investing – have been selected as WHSmith Business Book of the Month.
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  • Denis Mtchell

    I read the article and it was interesting reading the comments underneath by members of the public.  They weren’t very positive, which I think probably confirms your thoughts.

  • http://twitter.com/wharfwizard Steve Conley

    Thanks for being fair about the article. I think the comments underneath were about advisers generally, looking back on how things have been. I find the planners who put the client at the centre of the planning process, rather than the client’s money, do achieve better outcomes for the clients. They are genuinely nicer people too. If you were wondering how to spend the rest of your life, how satisfying would it be if all you talked about was the money? Would just a financial conversation fix things? I suggest emotional KYC is an essential soft fact in any factfind. Planning without it, is like planning to perpetuate the treadmill of work existence followed by a miserable retirement. It could be only a matter of time before it becomes another regulation. Plan from the head and the heart I say.