Profiles in Life Planning: Bruce Wilson

Photograph of Registered Life Planner® Bruce Wilson

Bruce Wilson FIFP, CFP, RLP®

Profile:

Name:  Bruce Wilson

Certifications and memberships:  FIFP, CFP, RLP

Business Name: Helm Godfrey Partners Business

Location: London

Website: http://www.helmgodfrey.com

Favorite Parts of My Own Life Plan:    My young adulthood had been a quest for freedom through travel and personal development. When I was life planned my journey had been about work and personal development but I had forgotten my quest for freedom in my life. The life planning brought that straight up like an express train roaring into my consciousness.

Favorite  Life Plans I Have Helped Deliver for Clients:    A widower getting in touch with his desire to find a new partner to share his life and how he would set about doing that and the fact that within a year he was married.  A 50 + year old man with a life-long desire to have a model train set in his home and waiting for the house that would have the room to do it.  Through Life Planning he came to realize that he could start now with the room he had and not wait for the house that would probably never come.

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About George Kinder

George Kinder is known globally as the leading thinker in the financial Life Planning movement, dedicated to deliver freedom with integrity to consumers worldwide. Also known for his photography, poetry and spiritual wisdom, he is described in Professional Adviser's annual review of the "50 Most Influential People" in the world of financial advice: "George Kinder, Founder of the Kinder Institute of Life Planning, is widely recognized as the pioneer of the life planning model. The creator of an original concept which puts peoples' core life values at the heart of the advice process, he is a true visionary. His institute's training, which focuses on the human aspect of planning, is regarded by advisers as the gold standard. A life sector legend, the Harvard-educated industry veteran has been an adviser and tax planner for over thirty years and has won many industry awards. Kinder is a regular on television and radio as well as a keynote speaker at industry events and conferences and his knowledge and know-how of the life sector is second to none. But Kinder's expertise stretches way beyond the adviser realm - he is also an artist, photographer, poet, spiritual leader and author. " Kinder's website www.kinderinstitute.com/dir lists nearly 2000 advisors on 6 continents and in 23 countries who have taken his programs. He views his mission as bringing a deserved reputation for integrity back to the financial services sector and making the core ethos within financial services the delivery of a process for freedom to every human being on the planet.
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