"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 principal of Direction Financial
Planning LLP, a fee-based financial planning
practice based in Somerset. She has 20 years of
experience advising clients across the spectrum
of financial matters.
Her impressive list of qualifications make Jane one of the
most highly qualified financial advisers in the UK. A
mathematics graduate, nowadays Jane holds the Certified
Financial PlannerCM licence (a global standard for financial
planners), she is one of only 77 Fellows of the Institute of
Financial Planning and also a Chartered Financial Planner.
Jane is a passionate believer in the value of true financial
planning and has served as President of the Institute of
Financial Planning for two years prior to publication of this
book.