Financial Times Guide to Wealth Management, The

“Few books have its clarity and none its scope. It simplifies complex issues and shows you not only how to make your money work for you and your family but also how to enjoy it.’’

David Kilshaw, Private Client Partner, Ernst & Young LLP

 

 “A brilliant book, written in an accessible manner to help you understand the importance of life goals and values in the wealth management process. It is the best book I have ever come across on wealth management.”

Dr Lien Luu, Senior Lecturer in Financial Services, Northampton Business School & Certified & Chartered Financial Planner

 

“Many people’s lives would be significantly enhanced by having a great relationship with a financial adviser. Jason’s impeccably researched guide is an insight into how the best financial advisers do business and could help you re-evaluate your relationship with your money.”

David Jones, Head of Financial Adviser Services EMEA, Dimensional Fund Advisors

 

“This book, from one of the UK’s leading Financial Planners, provides the essential knowledge that investors need to help them think about and plan for their financial future”

Steve Gazzard CFPCM, Chief Executive, Institute of Financial Planning

 

“A practical, easy-to-read guide that provides a framework to help us all achieve our financial goals. This book is essential reading for investors.”  

Cynthia Poole, Director, Raymond James Investment Services

Jason Butler is the founder and senior partner of the award winning Bloomsbury Financial Planning - a referral-only wealth management company. His recent awards include Money Management Financial Planner of the Year and Money Management Estate Planner of the Year. He is a regular writer for the Financial Times, The Schmidt Report and The Chief Executive, and often speaks at events.