We are delighted and proud to announce the launch of Duncan’s new book “How to be happy and rich”.
Wealthflow Associate Dr Maria Nemeth has begun blogging for the Huffington Post, I thought you might like to read her thoughts on “Presents or Presence? How to Have the Best Holiday Season Ever.”
Duncan Glassey, founder of Wealthflow, talks about the life coaching approach to financial advice and forging long-lasting relationships with his clients. When advisers talk about ‘holistic’ financial planning, they probably do not imagine discussing sex, health or how to lead a more exciting life with their clients. If Duncan Glassey gets his way, advisers could […]
John Kenny-Levick and Duncan Glassey have both felt the need for a deeper approach to financial planning. Enter Maria Nemeth. Click here to read an interesting ‘financial life coaching’ article written by David Sandham, published on the 8th October 2010, in the New Model Adviser that features Wealthflow’s unique approach.
Question, Money Box Monday | Would it be OK if life got easier? I’m attaching what I hope will be great news for you. We’re hosting Dr Maria Nemeth in London 17th – 20th November 2010, Apex City of London Hotel. This 4-day seminar is open to professional advisers and clients of Wealthflow LLP. Please […]