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

Trasact upgrades API to improve adviser software integration

Trasact upgrades API to improve adviser software integration

Supports firms with CRM‑led workflows and increasingly digital advice journeys

Sophia Panayi
clock 04 June 2026 • 2 min read
Rosemount financial promotions tool built to get ahead of 'AI-generated nonsense'

Rosemount financial promotions tool built to get ahead of 'AI-generated nonsense'

Average financial promotion approval turnaround time of one hour

Sophia Panayi
clock 02 June 2026 • 3 min read
Transitioning from legacy to AI-native technology in advice

Transitioning from legacy to AI-native technology in advice

'Unplugging advisers from the Matrix'

Brian Wagner
clock 01 June 2026 • 4 min read