Friday, Sep 20, 2024

Meet the brand: All In Place

Excited to exhibit at Accountex London are All in Place. Their framework, cashflow and reporting tool helps business owners guide their clients to better financial outcomes. They help with private client work from remuneration and liquidity, to exit and profit extraction.

What do All In Place do?

We offer a secure framework enabling accountants to develop truly integrated business and personal financial plans for their clients.

How did All In Place get started?

Two things. I was a partner in the largest independent family office in EMEA, established in South Africa, which specialised in advising business owners, rather than the business itself, and felt this accountant led advice proposition for the business owner was missing in the UK. Second, I had Chaired the Financial Planning Committee at the ICAEW for a number of years and was convinced of not just the gap in the Profession, but the absolute need from the 5.5 million SME owners in the UK to turn to their accountant, as their trusted advisor, for more than just compliance support. This point has been amplified by the Pandemic and cost of living crisis, devastating many people’ s personal finances, with the accountant having little oversight over personal finances, but with a great responsibility to their client to advise holistically.

What are you looking forward to most about ACX?

It is so exciting as we are “newbies”. I have attended both Manchester and Excel as a visitor, but this time we are “grown-ups” with our own stand and speaker engagements!

Why should visitors come to your stand?

I think we offer something quite compelling and the easiest way to find out, is to come and have a chat. We won’t have the same goodie bags as the other stands, but we will make up for it by giving you a fresh perspective to take away instead, which is much more valuable!

All in place will be exhibiting at Accountex London on the 10-11 of May 2023 at stand 1624You can register for a free ticket here. 

The post Meet the brand: All In Place appeared first on Accounting Insight News.

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By: aplastirasphillips
Title: Meet the brand: All In Place
Sourced From: www.accountex.co.uk/insight/2023/04/25/meet-the-brand-all-in-place/
Published Date: Tue, 25 Apr 2023 08:48:47 +0000

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