Cervello's Sam Whybrow on the virtues of life planning

Fighting the 'airy-fairy' stigma

Tom Ellis
clock • 3 min read

As part of our coverage of Financial Planning Week 2017, Professional Adviser talks to triple-qualified financial planner Sam Whybrow on why he thinks 'life planning' matters.

Cervello Financial Planning's new recruit, 39-year-old Sam Whybrow, is one of only a few UK IFAs to be qualified as a Chartered Financial Planner, Certified Financial Planner & Registered Life Planner. Both Chartered and Certified are well-known qualifications held by a number of UK advisers. But the Registered Life Planner qualification is less commonly found in the profession.  It is based on a course developed by George Kinder - a well-known American financial planning personality. The five-day residential course hones in more deeply on listening and questioning skills. It invol...

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