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...
To promote 'long-term investment'
Switching 'hard and expensive'
Smaller funds still packing a punch
To drive progress