A Certified Financial Planner whose work advising lottery winners in the 1990s helped to shape his philosophy on Financial Planning has launched a new book.

Duncan Glassey CFP^TM has co-authored How To Be Happy And Rich with Moa Diseborn, who is a life coach at his firm Wealthflow.

Mr Glassey said: “My philosophy was shaped in part from advising Lottery winners in the late 1990s and more recently from working with Maria Nemeth PhD who, through her extensive writing and teaching, supports people to live the life they were meant to live.”

Mr Glassey, who also cites the renowned economist Adam Smith as an influence, said the book was about more than money. He plans to work through the book with clients as part of the ongoing Financial Planning process.

Mr Glassey, who has just added the CISI’s Chartered Wealth Manager title to his accreditations, said the book was about “ the richness of opportunity that life has to offer … making the most of what you have and about gratitude.”

He said: “This book is aimed at everyone who has a desire to move beyond the simple accumulation of financial riches, to explore your own awareness of money, happiness and life.

“The primary objective is to make a difference in the lives of our clients and indeed anyone who chooses to read the book.”

He said: “Writing allows you to convey ideas that would otherwise be difficult to shoe-horn into a Financial Planning meeting. I have long believed that Financial Planners should undertake more training to support clients in setting personal goals and objectives.

“I also believe that how you do money is how you do life, that our relationship with money reflects all areas of our life. I took inspiration from Adam Smith, who besides writing the ‘The Wealth of Nations’ also wrote an earlier sprawling work entitled, The Theory of Moral Sentiments, on the futility of pursuing money with the hope of finding happiness. Smith definitely saw both sides of the coin.”

The book took 12 months to compile and was a team effort by the staff at Wealthflow including Moa Diseborn, Margaret Scott and Roisin Connell. It turned into a much bigger project than initially planned, Mr Glassey explained.

He previously wrote ‘Financial Freedom: Using the Wealthflow System’ in 2004.

He hopes the book sales will enable his firm to beat the £8,000 they raised last year for charity.