Paul Armson: How an outburst changed my perspective on money

clock • 1 min read

INDUSTRY VOICE: Vanguard's Adviser Stories are a series exploring adviser-client relationships.

My perspective changed after a visit to some clients. They were a couple in their late fifties, busy with work, and when I asked them what they wanted to do in life they used the phrase ‘one day' at lot. One day we'd like to do this.

One day we'd like to do that. I surprised myself by becoming quite agitated. I even slammed my fist on their table. ‘Why not do these things now? You need to do these things now!' I shouted at them. I realised my outburst had a lot to do with the death of my mother and witnessing my father's regret.

I apologised to the couple, but as it turned out, my outburst totally changed their outlook - and their life."

Read Paul Armson's story here.

 

alt=''

 

More on Adviser tips

Interactive video: Navigating today's complex financial landscape as an adviser?

Interactive video: Navigating today's complex financial landscape as an adviser?

Advisers today operate in a competitive landscape, grappling with intricate client demands, increasing regulatory oversight, and volatile markets.

Sarka Halas
clock 04 April 2025 • 1 min read
Interactive video: Why financial wellbeing is at the heart of financial planning

Interactive video: Why financial wellbeing is at the heart of financial planning

Sound investment advice is a significant part of an advisor's role to help navigate markets and prepare clients for major life changes, but wellbeing should be a key consideration.

Sarka Halas
clock 02 April 2025 • 1 min read
Interactive video: Building and nurturing strong client relationship

Interactive video: Building and nurturing strong client relationship

Personalised advice is so pivotal in building trust. But how does this work in practice?

Sarka Halas
clock 31 March 2025 • 1 min read

In-depth

The 'stark' impact of tax and pensions changes on special needs families

The 'stark' impact of tax and pensions changes on special needs families

Among hardest hit by ‘poorly consulted’ reforms

Jen Frost
clock 27 October 2025 • 8 min read
Reeves' rumoured ISA reforms risk 'harm' and diversification issues

Reeves' rumoured ISA reforms risk 'harm' and diversification issues

Concerns over rumoured £10k cash ISA cap and potential UK equity mandate

Sahar Nazir
clock 22 October 2025 • 5 min read
Rumoured Evelyn/RBC deal would turbocharge market share but large mergers 'notoriously complex'

Rumoured Evelyn/RBC deal would turbocharge market share but large mergers 'notoriously complex'

Sale ‘no surprise’ after Evelyn’s fund and professional services business offload

Isabel Baxter
clock 20 October 2025 • 6 min read