Richard Bertin
Member Since: 18th Feb 2021
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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 All in Place, which is launching personal financial planning software to the accounting profession, combining his previous accountancy and business development experience and knowledge.
Founder and CEO All in Place
10th Jul 2023
Private equity activity shows potential to grow client fees
In recent months we have seen an increased number of PE transactions. In March, Moore Kingston Smith announced it had received external...
Practice strategy
7th Mar 2023
Remuneration planning: Focus on the road ahead
The demand for higher wages and salaries is everywhere. In a tight labour market many accounting firms and their clients will struggle to...
Finance & strategy
7th Feb 2023
Time for remuneration planning and profit extraction
The tax reporting season for clients is hopefully in the rear view mirror and a well-deserved break has been had, or is on the way. With...
Finance & strategy
5th Jan 2023
The time for remuneration planning is now
In January our clients’ credit card bills and our own will hit the doormats – a timely reminder of just how expensive the festive period...
Finance & strategy
7th Jun 2022
Help clients plan ahead with a holistic service
Economic news has not improved since my last article, which was a high-level view on issues facing the business owner . So it is worth a...
Practice strategy
16th May 2022
Who is looking after the business owner?
The past two years have been hard for accountants and their clients alike. Business models have flexed or pivoted to deal with the impact...
Practice strategy
29th Jun 2021
How to enhance links between accountants and IFAs
The advisory world is made up of a Venn diagram of overlapping professions. For example, accountants and lawyers will often collaborate on...
Finance & strategy
11th May 2021
Hook up corporate and personal financial planning
All businesses have something in common, other than having a balance sheet. They all have one or more business owners. As the businesses...
People
13th Apr 2021
Corporate financial health check: Planning for death
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
Corporate financial health check: Insurance matters
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