Former Institute of Financial Planning president Julie Lord has quit her role at Towry to join Prestwood Software as a director.
Lord was appointed as senior client partner at Towry following its acquisition of Bluefin, where she was head of practice, in July last year.
Prestwood, whose chairman is IFP founder Paul Etheridge, provides software support services for advisers in the UK.
Etheridge says: “Julie Lord is a very successful, fee-based financial planner, a past president of the Institute of Financial Planning and an enthusiastic user of Prestwood financial planning software for the past 23 years. 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.”
Lord says: “Prestwood’s financial planning and cash flow modelling software has been the cornerstone of my business for over 20 years. It has helped me to establish and subsequently sell, a highly profitable financial planning practice whilst at the same time, maintain a reliable, ongoing income during times of change and uncertainty.
“It has been responsible for dramatically changing the lives of many of my clients, allowing them to achieve their lifestyle goals sooner than anticipated; freeing them from the drudgery of unfulfilling work; determining whether they can pass on their wealth before they die; ensuring that care costs can be comfortably met and generally providing peace of mind that they have enough money.”