I am comfortable in the knowledge that if I need advice or help I will get it right away from Broadway Financial Planning.
At BFP, we believe that our skills and services are best applied within a small team environment. However, we also appreciate that in order to continue to strengthen the firm and improve our offering, there may be times that we need to expand the team or call on the expertise of others. It is for this reason that we have invited Julie Lord to work alongside us at BFP.
For many years, Julie ran her own firm in South Wales and was also a former President of the IFP. We have worked alongside her on many projects but, most importantly, it was the work that she and Simon did on behalf of the IFP that helped to create the advisory framework adopted by the FSA in 2013. Julie is well known to us on both a personal level and through our involvement with the IFP and we believe there will be much to gain from working together.