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...
Nine in 10 do not have income protection
Set to become part of Single Financial Guidance Body
Also plan to scrap NI on contributions
Eight-week high against US dollar
Lower cost option for advisers