A CUNNING FINANCIAL PLAN...

摘要

There is rich potential for UK accountancy firms to develop financial planning practices of their own or to form allegiances with professional planning firms, according to Stuart Zimmerman of the Buckingham Family of Financial Services.rnSpeaking at the recent ICAEW Financial Services Faculty conference, he provided valuable international insights about building a successful financial planning business in the US.rn'Research shows that individuals are interested in obtaining investment management services from their most trusted adviser - their accountant,' he said. 'Offering more services to existing clients providesrnaccounting firms with an opportunity for growth.'