Kim Bendall: An embarrassment of riches - a tale of two clients

'The best things in life are free'

clock • 8 min read

'I don't care too much for money, for money can't buy me love,' so sang The Beatles in 1964. Here Kim Bendall shares the moving story of two clients at opposite ends of the wealth spectrum - one with pots of cash, one with hardly a penny to bless herself. Read on for the moral of the story...

Most of us were told in our younger years that money can't buy you happiness. And yet, the concept of ‘financial wellbeing' is that money can buy you happiness - if you know how and where to use it. But more importantly, you need to have a clear picture of what actually makes you happy in the first place. This story is about two very opposite people: Mark and Stella. They never knew each other, and as individuals, they couldn't have been at more different ends of the spectrum in just about every respect. It's therefore of no surprise that their respective attitudes to money and wellbe...

To continue reading this article...

Join Professional Adviser for free

  • 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

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Hitting milestones later in life could impact when people seek advice

Hitting milestones later in life could impact when people seek advice

People will likely be seeking financial advice later

Laura Suter
clock 19 April 2024 • 3 min read
Regulatory pressures taking a toll on industry stress levels

Regulatory pressures taking a toll on industry stress levels

'Regulatory pressures are the first thing on my mind’

Sahar Nazir
clock 19 April 2024 • 1 min read
Advisers blast FCA funding requirement of £755m 'inexorable'

Advisers blast FCA funding requirement of £755m 'inexorable'

‘I don’t really know what value I’m getting from the FCA – if any’

Hope Coumbe
clock 19 April 2024 • 2 min read