Helm Godfrey brings new meaning to 'holistic' advice

The firm says advisers should begin focusing on a clients' personal needs and aspirations rather than simply what financial products they need. According to managing director Bruce Wilson, not until you have helped a client understand what they really want out of life can you begin to advise them on their finances. "To me, life planning takes the whole ‘new model adviser' initiative to the next level," he says. "It's not going to be suitable for everyone but for those who believe financial advice should be part of a much broader process and are willing to ask the searching question...