Paul Etheridge, Chairman of the Prestwood Group of Companies and founder President of the Institute of Financial Planning, today announced that Julie Lord has accepted his invitation to become a Director of Prestwood Software Ltd.
Paul Etheridge said:
“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.
“I invited Julie to join the Board of Prestwood and her energy and dynamism will, I’m sure, deliver an enhanced service to Prestwood users, and indeed, increase our user numbers. Prestwood’s software should be an integral tool for all professional Financial Planners. Data is only entered once, it can be accessed by client and planner on all devices, and allows Planners, through its efficiency and consistency, to provide an enhanced service to clients.”
Julie Lord said: “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.
“I am therefore delighted to become a Director of Prestwood Software Ltd and have the opportunity to share the benefits of this wonderful modelling tool with other members of the financial planning community, so that they too can build successful businesses and mutually profitable relationships with their clients.”
