About the AuthorJane 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, Jane currently holds the Certified Financial
Planner
CM licence. 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 the
publication, in August 2008, of her book, 'Sorted! DIY Financial Planning –
how to get the life you want'.
Jane describes her book as a ‘DIY tool
kit for financial planning’. She says the book will certainly not replace the
financial adviser but should empower the client
to a better understanding of what they want and how they might achieve
it. ‘It’s not about selecting the right fund, it’s about understanding
how to set goals,’ she says.
‘It’s taken from my own experiences so, in truth, there
wasn’t any research involved in writing it.’
Jane wrote the book because she felt a lot of people
wanted to take control of their finances but
didn't know how to go about it. The book takes the financial planner’s
approach of goal setting and guides the reader through the process of deciding
first what they want and understanding what they
already have and then through the process of making their goals
achievable.
The book was first
published in August 2008 and is updated each
year.
