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 ....

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....

New financial life planning podcast

I’m delighted to introduce our new podcast – Life without Limits. This aims to take a closer look at financial life planning and how it can benefit you and your life. I’ll discuss what it involves and why it is different. The po....

Life without limits

    Hi Everyone, I've spoken and wrote a lot about Financial Life Planning in recent months.  With over 20 years experience in the Financial Services business, I've witnessed a fair bit - the good and the bad! Why I bel....