"Finally, a book that takes the mystery out of financial planning! For anyone who has ever wondered how to get started, not only are the essential steps to financial success identified, they are made accessible to all. Jane has taken a phenomenal amount of information and experience and condensed it all to an encouraging guide to a better life. What a gift!"
Karen Schaeffer CFP®, Schaeffer Financial LLC.
Karen has 30 years of experience as a professional financial planner. She is recognised as a leader in her field in USA and across the world.
"This is an easy to read, practical guide about the fundamentals of financial planning. It takes the reader through a logical process which will significantly improve their feeling of wellbeing and give them greater understanding and confidence about their personal finances.
Research suggests that many consumers would like to plan for themselves but don't necessarily know what to do. This book gives the direction and support needed to help people move forward, whether or not they need the services of a professional planner at a later stage."
Nick Cann CFPCM
Chief Executive Officer, Institute of Financial Planning
About the author
Jane Wheeler is a leading professional financial planner and one of the most highly qualified planners in the UK. She has more than 20 years of experience helping clients to achieve their goals and advising across the spectrum of financial matters and has drawn on this experience in the writing of this book.
Jane is a passionate believer in the value of true financial planning and has served as President of the Institute of Financial Planning in the UK as well as a director of the international Financial Planning Standards Board.
Revised 4th Edition