Joined-up thinking

There are some very good reasons why independent practitioners should now insist that their accountant and financial planner are talking. Specialist financial planner Simon Bruce talks to medical accountant Nicholas Saxby on the benefits of working together.

There is a perception that your accountant and financial planner have very different roles to play in organising your finances.

To some extent, this is true. An accountant will be looking specifically at tax compliance and efficiency, while the financial planner will be proposing how you can achieve your overall wealth objectives.
LOGIN OR REGISTER TO READ MORE……………