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...
‘Documentation, documentation, documentation’
'It will have to lead with product intervention and product governance'
'Advice will be delivered in new exciting ways' - Iress
Engagement and influence