PFS appoints Succession’s Sarah Lord as President
- Thursday, 17 September 2020
- Articles
The Personal Finance Society has appointed Sarah Lord FPFS, chief client officer at Succession Wealth, as President for 2020-21.
Read more...Succession boosts leadership with 6 senior appointments
- Wednesday, 25 September 2019
- Articles
Wealth manager and Financial Planner Succession Wealth has appointed six directors to help drive its expansion plans.
Read more...Financial Planner shares solution to tricky Chicago expat case
- Friday, 26 April 2019
- Articles
Chartered and Certified Financial Planner Sarah Lord, of Mazars LLP, was faced with a challenging case involving a British expat living in the US and explains how she solved it.
Read more...NEW: Latest Financial Planning Today magazine is published
- Tuesday, 19 March 2019
- Articles
Leading Financial Planning business entrepreneur and author Chris Budd talks about how he has made his staff the boss in the latest issue of Financial Planning Today magazine which is now published.
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