New podcast episode: Connecting personal and business development with guest Jules White

In the latest episode of our new "Life without Limits" podcast, "Connecting personal and business development", Rory is joined by Jules White from Live it, Love it, Sell it. They spend time chatting about a range of topics relating to....

Pensions, Investment, Protection and the role of Financial Planning

Our latest podcast is now live on our media channels. Looking at pensions, investments, protection and the role of financial planning, Rory talks about the link between advice and planning. He examines different scenarios of the work....

From Poet to Life Planner with guest George Kinder

Rory was delighted to be joined on our latest podcast by George Kinder, founder of the Kinder Institute of Life Planning and internationally recognized as the father of the Life Planning movement. During this fascinating insight into ....

Good advice, good product and good investment management: the keys to successful financial planning

Our latest "Life without limits" podcast is now available. In this episode Rory chats to David Walls, Head of Retail Investment Sales, Zurich Life. David gives us a flavour of his own experience and background as well as that of the ....