Something big and important is lacking in the process of getting financial advice today. That’s the basic challenge put forward by practitioners of a new approach to personal finance called Financial Life Planning.
I have been a financial adviser for over 14 years now. Over the course of that time, I have worked with many many clients and spoken to them about their money. I have come to realise that it actually isn't about their money at all. It's about them, their families, their work, their friends, their LIFE.
Tina Weeks, financial life planner for Serenity Financial Planning, spends her week rushing between Oxford, Tower Hill, Curzon Street, Moorgate and Pall Mall - all the while juggling clients, children and the latest 'apps'.
