Former IFP president Julie Lord joins Towry

Carmen Reichman
clock • 1 min read

Former president of the Institute of Financial Planning (IFP) Julie Lord has been appointed as senior client partner at Towry.

Lord (pictured) will be operating out of Towry's new Cardiff office, which opened on Thursday. The office, which houses 15 Towry staff including six wealth advisers, has increased Towry's reach to 21 offices across the UK, managing a total of £6bn of client assets, the company said. Towry previously operated in the Cardiff area under the Bluefin brand, which it acquired last September from Axa and for which Lord acted as wealth manager. > Read: The Big Interview: Julie Lord < Lord said she is looking forward to working with Towry: "Clients in Cardiff and the surrounding area are ...

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