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

Targeted support signals evolution in advice delivery

Targeted support signals evolution in advice delivery

Softer launches expected at first

Isabel Baxter
clock 10 April 2026 • 1 min read
CII: Vulnerable client management is 'an opportunity for growth'

CII: Vulnerable client management is 'an opportunity for growth'

Firms can expand potential client bases

Isabel Baxter
clock 07 April 2026 • 2 min read
Common language used by advisers triggers anxiety and distrust among retirees

Common language used by advisers triggers anxiety and distrust among retirees

Product-led communication one of the biggest drivers of mistrust

Laura Purkess
clock 01 April 2026 • 1 min read