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A fresh and inspirational approach to wealth management in the UK
on 5 October 2012
Wealth management is commonly associated with investment and tax planning, and as such it can be a dry and technical subject. However, many leading firms now embrace a different approach to wealth management with the focal point centres on helping clients define and lead a more meaningful and fulfilling life (known as life planning). The publication of Jason Butler's book on Wealth Management is therefore highly significant, reflecting the increasing popularity of this approach in the UK, where the client's goals, dreams, values and aspirations act as the driving force of financial planning.
Written by one of the UK's highly successful financial planners with more than 20 years of experience in the profession, this book offers a unique perspective on wealth management, and it is greatly enriched by the inclusion of real life stories and personal experiences. The book is very easy, interesting and energizing to read, and serves as an inspirational financial blueprint for the pursuit of a meaningful life where philanthropy assumes an integral part. The author succeeds in making a serious subject like wealth management a light and enjoyable read, and in spurring the reader to reflect on their own goals, values, dreams and life priorities. This personal relevance gives the book a distinctive quality.
This book will help inspire our students studying Banking and Financial Planning degree and other personal finance modules at the University of Northampton. It will also be of great interest to anyone wishing to acquire the requisite knowledge to improve their financial well-being and gain clarity on their values and what is important to them in life.