‘Few books have its clarity and none its scope. It simplifies complex issues and shows you not only how to make your money work for you and your family but also how to enjoy it.’
David Kilshaw, Private Client Partner, Ernst & Young LLP
‘A brilliant book, written in an accessible manner to help you understand the importance of life goals and values in the wealth management process. It is the best book I have ever come across on wealth management.’
Dr Lien Luu, Senior Lecturer in Financial Services, Northampton Business School; certified and chartered financial planner
‘Many people’s lives would be significantly enhanced by having a great relationship with a financial adviser. ...