Tuesday, November 15, 2022
HomeFinancial PlanningMonetary Planner joins West Nation accountants

Monetary Planner joins West Nation accountants

West Nation accountancy agency Albert Goodman has appointed Chartered Monetary Planner Reme Holland to be a brand new companion at its headquarters in Taunton.

He joins from South West Chartered Monetary Planners Francis Clark Monetary Planning.

Mr Holland started his profession in monetary companies working within the retail sector for Lloyds Financial institution as a mortgage and monetary adviser.

As a Monetary Planner his focus has been on personal shopper and household companies giving him specialist data in retirement, funding recommendation, inheritance tax planning, and firm pension schemes.

He’s a fellow of the Private Finance Society, a Chartered Monetary Planner and an Affiliate of the Society of Trustee and Property Practitioners.

He will likely be primarily based with the Albert Goodman’s Monetary Planning crew on the agency’s headquarters in Taunton.

Reme Holland stated: “It’s an thrilling time to affix the monetary planning crew in Somerset and I’m very a lot trying ahead to including my skillset to an already skilled crew.”

He stated planning for the long run has by no means been so essential as folks navigate their manner by the financial disaster.

He stated: “Everybody needs to be entitled to the retirement they attempt for and obtain knowledgeable recommendation to attain this. By means of conversations and a higher understanding of our shoppers’ aspirations, I’ll assist them make sound monetary selections to attain a safe future.”

Iain McVicar, managing companion at Albert Goodman, stated: “Reme has joined at a vital time as our shoppers search knowledgeable recommendation round future planning towards an unsure financial backdrop.

“We’re assured he’ll present beneficial assist and information our shoppers by these unsure occasions to succeed in their desired future outcomes.”

Albert Goodman is a agency of Chartered Accountants, tax advisers and Monetary Planners that has been serving to companies for greater than a century. It has a crew of 19 companions with a 47%/53% male/feminine break up.



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