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....

The Planning and Product Relationship

Thoughtful Financial Life Planning I talk a lot about my belief in the importance of Financial Life Planning. About having a process in place to ensure that a thoughtful and sensitive approach is followed with each and every one of m....

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 ....

Planning & Philosophy in long-term investing

I had a great conversation in my latest podcast in July with David Walls, Head of Investment Sales in Zurich Life. Today I’d like to expand on some of our conversation in the area of long-term investing.   The importance of ....

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....