Chapter 17

Seek and share advice

Whatever we possess becomes of double value when we have the opportunity of sharing it with others.

Jean-Nicolas Bouilly

As noted in the previous chapter, the help of a professional when putting together your insurance plan can mean the difference between getting your policy accepted and having no cover at all. I’m a big advocate of using professional advisers in all areas of your life, and not just because I am myself a financial adviser! There a couple of reasons I think it is important.

A lot goes into managing your personal finances. I know, because my team spend countless hours every month, on every client, ensuring all is going to plan. There are many administration tasks involved, including setting ...

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