RECOMMENDED READING LIST

We are sometimes asked where Clients can obtain additional research material on the fields of Financial Planning, Investment, Life Planning, Portfolio Management and Motivation. Below is a list of books that have helped us to form our own philosophy on the way in which we deal with people, manage money and help both ourselves and our Clients plan for the future. Some of the material is not directly related to Financial Planning and other titles will be very specific e.g. investment, tax, portfolio management, pension and wealth management. Please feel free to explore the list, give us feedback or let us know if you would like any further information on any of the topics mentioned.

Values Based Financial Planning by Bill Bachrach

Seven Stages of Money Maturity by George Kinder

The Number by Less Eisenberg

Richest Man in Babylon by George S Clason

Rich Dad Poor Dad by Robert T Kiyosaki

The Tipping Point by Malcolm Gladwell

The Attention Economy by Thomas H Davenport & John C Beck

The Zulu Principal by Jim Slater

The 4-Houre Work Week by Timothy Ferriss

The One Minute Manager series by Kenneth Blanchard & Spencer Johnson

The Intelligent Investor by Benjamin Graham

The Alchemist by Paulo Coelho

The Dynamic Laws of Prosperity by Catherine Ponder

The Celestine Prophecy An Adventure by James Redfield

The E-Myth: Why Most Businesses Don’t Work and What to Do About It by Michael E Gerber

The Mind Map Book: How to Use Radiant Thinking to Maximize Your Brain’s Untapped Potential by Tony Buzan

Feel the Fear…and Beyond: Mastering the Techniques for Doing It Anyway by Susan Jeffers