Websites
Wealthpartner: dedicated website for readers of The Financial Times Guide to Wealth Management. You can download a range of templates, tools and questionnaires to assist you with creating your own plan. You can also sign up for a free wealth planning update service.
Institute of Financial Planning: official website for the professional body that awards and monitors the international Certified Financial Planner CM (CFP) and Accredited Financial Planning Firm accreditations. Online searchable registry of Accredited Financial Planning Firms in the UK is available at www.financialplanning.org.uk/wayfinder
Findanadviser: consumer website of the Personal Finance Society – the professional body that awards and monitors the Chartered Financial Planner designation. Online searchable database of Chartered Financial Planners can be found at www.findanadviser.org/
The Money Advice Service: a government-backed, comprehensive, independent and free source of information and guidance on a wide range of personal finance issues. Includes access to an online personal finance ‘health check’ analyser, interactive money planners, in-depth money guides and a product-comparison tool for insurance, annuities, pensions and other financial products. Free general advice is also available via telephone or face to face. http://moneyadviceservice.org.uk/default.aspx
Which? Savings rates booster comparison tables. www.which.co.uk/money/savings-and-investments/guides/saving-rates-booster
BBC Radio 4 Moneybox: website of the long-running Radio 4 personal finance programme with a range of articles, videos and links to other websites on personal finance issues. http://news.bbc.co.uk/1/hi/programmes/moneybox/default.stm
The Pensions Advisory Service: useful source of independent information and guidance on pension-related issues. www.pensionsadvisoryservice.org.uk
HM Revenue & Customs, Pensioners Portal: useful information and guidance on a range of tax-related issues affecting those receiving pension benefits. http://hmrc.gov.uk/pensioners/index.htm
Directgov: a wide range of information on money, tax, pensions, education funding and state benefits. www.direct.gov.uk/en/index.htm
Disability Law Service: free information and guidance for people with disabilities. www.dls.org.uk
Schmidt Tax Report: subscription-based online and printed tax-planning newsletter aimed at successful individuals and business owners. http://schmidtreport.co.uk/index.htm
Registered Pension Schemes Manual (RPSM): HMRC comprehensive, in-depth technical guide to registered pension schemes. www.hmrc.gov.uk/manuals/rpsmmanual/index.htm
Books
Financial DNA: Discovering your unique financial personality for a quality life by Hugh Massie (ISBN-10: 0471784206)
The Energy of Money: A spiritual guide to financial and personal fulfilment by Maria Nemeth (ISBN-13: 978-0345434975)
Money and the Meaning of Life by Jacob Needleman (ISBN-13: 978-0385262422)
The Seven Stages of Money Maturity by George Kinder (ISBN-13: 978-0385324045)
Man’s Search for Meaning by Viktor E. Frankl (ISBN-13: 978-1844132393)
The Millionaire Next Door by Thomas J. Stanley and William D. Danko (ISBN-13: 978-0671015206)
3 Dimensional Wealth by Monroe M. Diefendorf, Jr and Robert Sterling Madden (ISBN-13: 978-0976901402)
Wealthy and Wise: Secrets about money by Heidi L. Steiger (ISBN-13: 978-0471221418)
Smart Couples Finish Rich: 9 steps to creating a rich future for you and your partner by David Bach (ISBN-13: 978-0767904834)
Values-based Financial Planning: The art of creating and inspiring financial strategy by Bill Bachrach (ISBN-13: 978-1887006033)
Enough!: True measures of money, business, and life by John C. Bogle (ISBN-13: 978-0470398517)
The Number: A completely different way to think about the rest of your life by Lee Eisenburg (ISBN-13: 978-0743270311)
Sudden Money: Managing a financial windfall by Susan Bradley (ISBN-13: 978-0471380863)
A Random Walk Down Wall Street by Burton G. Malkiel (ISBN-13: 978-0-393325350)
Against the Gods: The remarkable story of risk by Peter Bernstein (ISBN-13: 978-0471295631)
The Little Book of Common Sense Investing by John C. Bogle (ISBN-13: 978-0-470102107)
The Investment Answer by Daniel C. Goldie and Gordon S. Murray (ISBN-13: 978-0982894705)
Smarter Investing: Simpler decisions for better results by Tim Hale (ISBN-13: 978-0273708001)
Winning the Loser’s Game: Timeless strategies for successful investing by Charles D. Ellis (ISBN-13: 978-0071545495)
No Monkey Business: What investors need to know and why by Stuart Fowler (ISBN-13: 978-0273656586)
Investor Behavior: The psychology of financial planning and investing by H. Kent Baker and Victor Ricciardi (ISBN-13: 978-1-118-49298-7)
Guide to Investment Strategy: How to understand markets, risk, rewards and behaviour by Peter Stanyer (ISBN-13: 978-1-78125-072-3)
Preparing Heirs: Five steps to a successful transition of family wealth and values by Roy Williams and Vic Preisser (ISBN-13: 1-931741-31-X)
The entrepreneur’s tax guide by Alan Pink (ISBN-13: 978-2-781-85612-3)
The Rational Optimist by Matt Ridely (ISBN-13: 978-0-00-726712-5)