Frustrated with having to turn clients away Brian Butcher, Director of local Chartered Financial Planning firm Ideal Financial management decided to write a book which outlines his planning process with clients so that his strategies are available to everyone.
“Unfortunately I can only deal with so many clients on a one to one basis and I felt guilty having to say no to enquiries” says Brian “ so I decided to write a book which gives people the step by step process I use with clients. Unfortunately, many people cannot afford to pay for financial advice and so this was a way of being able to provide assistance to anyone that wants to learn how to make the right financial decisions and get the most out of their money.”
The book has been a surprising success for Brian. “I only expected to sell a few copies but it is now on its third print run, has a 5 star rating on Amazon and has led to invitations to speak at various locations around the country. I’ve recently had to update the book to keep pace with changing legislation and I’ve also added a bonus chapter on how to keep wealth in the family”
The book helps people to understand their values and priorities around money and then helps readers to organise their finances around what’s important. “Financial planning is not really about your money, it’s about your life. The money is a simply a tool we use to facilitate the life we want. Manage it well and you have a greater chance of achieving it. Likewise, if you don’t know what’s important to you and you don’t have any goals then you’ll wander around aimlessly wondering ‘where did all my money go?’
The latest edition of Brian’s book is available at http://idealfinancialmanagement.co.uk/buy-10-steps-to-financial-success.
The initial version is now only available on Amazon kindle at https://www.amazon.co.uk/10-Steps-Financial-Success-money-ebook/dp/B00DQYD5LS.