Julie Lord: Why happy clients beat wealthy ones
- Wednesday, 05 February 2020
- Comment
I’m really happy to be part of the executive driving the new Initiative for Financial Wellbeing.
Read more...Julie Lord: We planners forget how fortunate we are
- Thursday, 21 November 2019
- Comment
I spent this half term in Poland with my youngest daughter who is studying philosophy and ethics and thought that she ought to visit a concentration camp to better understand some of her studies.
Read more...PIMFA launches mental and financial wellbeing campaign
- Tuesday, 19 November 2019
- Articles
Trade association PIMFA, which represents 1,000 investment managers and financial advisers has launched a new ‘Financial Journeys Campaign’, to help highlight the importance and link between financial and mental wellbeing.
Read more...Julie Lord: Planners need a succession plan
- Tuesday, 08 October 2019
- Comment
I got back recently from a holiday in Central America. I learned to scuba dive in the Bay Islands of Honduras and then flew north to explore Guatemala. A wonderful experience all round.
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