Introducing our Financial Life Planning brand – The Money Mentor

Over the next few weeks, you will see the introduction of a new brand on our website and other collatoral. The Money Mentor is our now fully established Financial Life Planning arm. As people know, I am passionate about thoughtful Fi....

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 ....