Former Institute of Financial Planning (IFP) president Julie Lord has launched a new advice firm, saying she wants to return to 'proper financial planning', a service she found wanting in big firms.
Lord, who last worked for national advice firm Towry, will open her two-woman band Magenta Financial Planning in Bridgend in September. The firm will have further offices in Cardiff, Bristol and London from where Lord and her managing director Gretchen Betts (both pictured) will advise their clients. Lord said she was looking to return to giving her clients a bespoke financial planning service, not restricted by the dictates of larger firms. Lord had previously set up small firm Cavendish Financial Management in 1991, which she then sold to Axa in 2007. The firm became Bluefin, whi...
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