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Julie Lord, Magenta Financial Planning
Manage episode 191235092 series 1606166
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Martin talks to Julie Lord from Magenta Financial Planning about the ticking pension freedoms time bomb and the importance of cash flow planning. Julie Lord is a very successful, fee-based Financial Planner, an enthusiastic user of Prestwood financial planning software for the past 23 years, and is currently on the board at Prestwood as Director. In addition, Julie has been a much sought after speaker at financial planning conferences around the world and her seminars, which are designed to demonstrate to Financial Planners how to create a profitable business centred around the client, have long waiting lists.
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