James Harvey has a lot to get off his chest, but appears unsure his interviewer has grasped the concept of financial life planning, of which he is a firm convert.
A disciple of the US life coach and financial planning theorist George Kinder, the Ealing-based adviser tries to explain: “The Kinder method is to help clients realise and articulate what it is they want out of life, what are their values, what’s important to them. “Is it really about getting that brand new car and a bigger house, or is it making sure their children are well provided for? “Is it retiring at age 60 and having a pension income of £50,000 a year, or is it about being able to access a certain lifestyle, that a client could access for much less?” He continues: “It’s ass...
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