Gill Cardy joins FinPlan provider Bluecoat

Laura Miller
clock

Professional Partnerships founder Gill Cardy will takeover as head of proposition at FinPlan software provider Bluecoat.

She will help further develop FinPlan, Bluecoat's end-to-end practice management system, says the technology company. Cardy was previously at Professional Partnerships Ltd, the business she set up in 1998 to serve mainly mass affluent clients. There she was a trailblazer for financial planning-orientated advice. She is currently Fellow of the Personal Finance Society, and a former member of the FSA's Smaller Businesses Practitioner Panel.    

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Technology

Advisers can boost client communication by embracing AI

Advisers can boost client communication by embracing AI

Effective utilisation of AI offers great potential client benefits

James Tucker
clock 01 May 2024 • 4 min read
Optimal efficiency: Is 2024 the year of the advanced data strategy?

Optimal efficiency: Is 2024 the year of the advanced data strategy?

'Data without context, however, is simply a buzzword'

Russell Andrews
clock 30 April 2024 • 5 min read
'Get started now': Putting AI to work in financial advice firms

'Get started now': Putting AI to work in financial advice firms

'Dive in so you can learn and grow together'

Stu Breyer
clock 24 April 2024 • 4 min read