Project Eve planners work to change consumer perceptions

Author: Rahul Odedra
IFAonline | 23 Nov 2010 | 15:00

Categories: Better Business

Topics: financial planning| Helm Godfrey

bruce-wilson

Financial life planners involved in Project Eve are looking to reverse perceptions of financial services and improve confidence in the sector.

The team will hold seminars across the country starting on Friday in London and continuing throughout next year to explain the concept of financial life planning to consumers.

They say the growing use of the internet to seek financial advice could lead to professionals being bypassed.

Project Eve co-founder Bruce Wilson of Helm Godfrey Partners says: "Life planning works from the principle that better decisions are made about money when taken from a perspective of life itself rather than how much money you have.

"Most people are capable of achieving a much more fulfilled life than they could possibly have imagined, and more often than not it's seldom about how much money they have.

"A financial life planner will help them to firstly identify their key life goals and then create a plan to help them achieve what they really want."

In the upcoming seminars, consumers will be told how financial life planning works and be presented with case studies and demonstrations of its implementation.

The other planners invloved in Project Eve include Jeremy Deedes (Planning for Life), Tina Weeks (Serenity Financial Planning) Adam Young (Dragonfly), James Harvey (James Harvey Associates) and Dennis Hall (Yellowtail Financial Planning).

Click here to find out more about the upcoming Project Eve seminars.

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