Tuesday, November 15, 2022
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Financial Planner joins West Country accountants



West Country accountancy firm Albert Goodman has appointed Chartered Financial Planner Reme Holland to be a new partner at its headquarters in Taunton.

He joins from South West Chartered Financial Planners Francis Clark Financial Planning.

Mr Holland began his career in financial services working in the retail sector for Lloyds Bank as a mortgage and financial adviser.

As a Financial Planner his focus has been on private client and family businesses giving him specialist knowledge in retirement, investment advice, inheritance tax planning, and company pension schemes.

He is a fellow of the Personal Finance Society, a Chartered Financial Planner and an Affiliate of the Society of Trustee and Estate Practitioners.

He will be based with the Albert Goodman’s Financial Planning team at the firm’s headquarters in Taunton.

Reme Holland said: “It’s an exciting time to join the financial planning team in Somerset and I’m very much looking forward to adding my skillset to an already experienced team.”

He said planning for the future has never been so important as people navigate their way through the economic crisis.

He said: “Everyone should be entitled to the retirement they strive for and receive expert advice to achieve this. Through conversations and a greater understanding of our clients’ aspirations, I will help them make sound financial decisions to achieve a secure future.”

Iain McVicar, managing partner at Albert Goodman, said: “Reme has joined at a crucial time as our clients seek expert advice around future planning against an uncertain economic backdrop.

“We are confident he will provide valuable support and guide our clients through these uncertain times to reach their desired future outcomes.”

Albert Goodman is a firm of Chartered Accountants, tax advisers and Financial Planners that has been helping businesses for more than a century. It has a team of 19 partners with a 47%/53% male/female split.




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