Member Since: 18th Feb 2021
Richard Bertin is a Chartered Accountant, former chair of various committees and current ICAEW Personal Financial Planning Advisory Group member. He established and built up a successful fee-based wealth planning business, selling a stake in 2016 to Stonehage Fleming, the largest independent family office in EMEA.
He continued to further build the group’s private client financial planning arm before leaving in 2019 to establish Tether, which is launching personal financial planning software to the accounting profession, combining his previous accountancy and business development experience and knowledge.
Founder and CEO Tether
13th Apr 2021
In addition to the financial fallout of the pandemic, it is likely that some readers will have had to address the unexpected death of one...General practice
11th Mar 2021
The Covid pandemic has highlighted all sorts of risk for businesses and their owners. For many, it has been as basic as survivorship risk...Practice strategy