Planner Casebook: A SSAS for 2 business partners
- Friday, 12 February 2021
- Articles
In our latest Planner Casebook in Financial Planning Today magazine, Michael Seagrove of Albert Goodman, helps two business partners put together a complex exit from their firm by developing a long-term financial plan based around a SSAS.
Read more...Financial Planners' Covid-19 tech revolution
- Wednesday, 25 November 2020
- Articles
Since lockdown started to bite nine months ago there has been a revolution in technology for Financial Planners with most compelled to invest in new technology.
Read more...Julie Lord: Why happy clients beat wealthy ones
- Wednesday, 05 February 2020
- Comment
I’m really happy to be part of the executive driving the new Initiative for Financial Wellbeing.
Read more...Julie Lord: We planners forget how fortunate we are
- Thursday, 21 November 2019
- Comment
I spent this half term in Poland with my youngest daughter who is studying philosophy and ethics and thought that she ought to visit a concentration camp to better understand some of her studies.
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