Monetary Planner joins West Nation accountants

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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 information 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 can be based mostly with the Albert Goodman’s Monetary Planning group on the agency’s headquarters in Taunton.

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

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

He stated: “Everybody ought to be entitled to the retirement they try for and obtain skilled recommendation to attain this. By way of conversations and a higher understanding of our shoppers’ aspirations, I’ll assist them make sound monetary choices to attain a safe future.”

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

“We’re assured he’ll present precious help and information our shoppers via these unsure occasions to achieve 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 group of 19 companions with a 47%/53% male/feminine cut up.




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