May 8, 2017
Today I’m chatting to one of the most influential people in UK financial planning, Paul Armson. Paul coaches advisers in the UK and beyond who want to adopt lifestyle financial planning. He’s written a new book, called Enough, and has created a really interesting new app which those of you wanting to make a start with your own financial planning are going to love.
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Enough
This episode is being released on Monday 8th May 2017 which is the start of Financial Planning Week here in the UK. This is a project designed to spread the word about professional financial planning and advisers up and down the country are putting on surgeries, delivering seminars, writing blogs, creating videos, and appearing on TV and radio to get the message out. This episode is my contribution to Financial Planning Week.
Now my conversation with Paul is pretty wide-ranging, taking in the difference between financial advice and financial planning, the way he explains lifetime cashflow (which is super-useful), and the three different kinds of people he has seen throughout his career, and what each group needs to do.
Resources
Book: Enough, How Much Money Do You Need For The Rest Of Your Life? Website: Envision Your Money
For Advisers: Free video course to help you take your professionalism to the next level
Website: Financial Planning Week
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