'A couple waltzed around my office': Julie Lord on 34 years advising clients

Lord, who is one of the founders of Wales-based Magenta Financial Planning, earlier this month hung up her regulatory permissions and stopped advising clients. She will continue to work at Magenta a couple of times a month, doing things like social media and writing for the firm. The advice veteran is a former president of the Institute of Financial Planning before it merged with the Chartered Institute for Securities & Investment. She has had a colourful and well-decorated career, boasting certified and Chartered status, as well as being a Fellow of the Personal Finance Society. In t...