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 ....

Making your life the centre of your financial plan

What is Life Centred Financial Planning? Life Centred Financial Planning, I call it a ‘Life Without Limits’, inspires people to discover their most desired goals in life. The financial plan is then formulated so a person’s fin....