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...
To continue reading this article...
Join Professional Adviser for free
Signup and gain exclusive members-only insights
- Unlimited access to real-time news, industry insights and market intelligence
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters
- Make smart business decisions with the latest developments in regulation, investing retirement and protection
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes
