Funding Happiness is designed to help clients:
Funding Happiness
The client-friendly guide to investing with confidence and living with purpose
“Funding Happiness is part of a personal mission. Early in my career, I saw investments sold without enough regard for people’s circumstances, their goals or their ability to take risk. That experience shaped my belief that good financial planning should start with people, not products and with wellbeing, not wealth accumulation alone.
That belief has shaped Dynamic Planner’s mission: to help firms unlock trusted advice at scale and support more people in making confident, informed financial decisions.”
Ben Goss
Founder and CEO, Dynamic Planner
“
Funding Happiness is a refreshing and insightful read that puts people, not products, at the heart of financial planning. This book shines a light on that shift and will inspire both advisers and clients alike.
Carla Brown
President, Personal Finance Society
“
Advisers and their clients will welcome an evidence-based handbook on financial planning. Advisers who give this reader-friendly book to their clients will be empowered to build deeper and more valuable relationships with them.
Danby Bloch
Author & Head of Editorial Strategy, Platforum
“
A valuable resource of financial education and empowerment for advisers to share. Funding Happiness is a great resource for advisers to share with clients, to help build their knowledge and confidence to take the next step in their financial journey.
Keith Richards
CEO, Consumer Duty Alliance
One step closer to closing the advice gap
At Dynamic Planner, our vision is to make financial advice accessible to everyone. Funding Happiness is Founder and CEO Ben Goss’s most personal contribution to that vision yet.
Drawing on the experience of thousands of advisers, Dynamic Planner’s behavioural insight and the real-world financial planning journeys of millions of UK investors, Ben translates complex financial principles into clear, practical wisdom.
01
Understand the value of advice
Before, during and after the planning conversation
02
Build confidence
Around risk, investing and long-term decision-making
03
Engage more deeply
With their financial plan and what it means for them
04
See planning differently
As a route to a happier, more secure life – not just a technical exercise
05
Have better conversations
About what matters most to them
Funding Happiness gives readers the context, confidence and language they need to fully engage with their financial plan.
Covering how they think about money, what to consider when planning for the future, and the real value of working with a trusted adviser, the book opens up conversations about financial planning that help audiences to take the essential next steps.
What clients will take from the book
The investor’s dilemma
Why we are wired to avoid risk and why accepting the right level of risk matters when funding the future we want.
Understanding attitude to risk
How personality, past experience and emotion shapes financial decisions.
Habits for happiness
The behavioural disciplines that help people stay on track through uncertainty, market turbulence and life’s unexpected turns.
Building a financial plan
A practical way to connect today’s choices with tomorrow’s goals.
An ongoing impact
Funding Happiness was written to share industry knowledge and contribute to closing the advice gap. But we wanted the benefits of the book to go even further, which is why all profits will be donated to Urban Synergy, a charity that Ben has worked closely with for many years. Their dedication has helped over 33,000 young people between 9-24 years of age reach their full potential.
“Financial knowledge is more than just what you are earning; it’s about understanding how to use it to shape the life you’ve always imagined, and this book is a powerful resource in helping people do exactly that. At Urban Synergy, we are committed to helping young people thrive in education and careers, and resources like this play an important role in supporting that journey.” — Leila Thomas, CEO & Founder of Urban Synergy Youth Empowerment & Social Mobility Charity