Special needs financial planning alliance set to launch

Exclusive: Alliance SENDFA will aim to tackle ‘skills gap’

Sahar Nazir
clock • 2 min read

Chartered financial adviser Rhiannon Gogh is launching a special needs financial planning alliance to address the skill gaps in this area of advice.

Gogh is a director at PlanIt Future, which specialises in special needs financial planning, and a Fellow of the Personal Finance Society. Speaking exclusively to Professional Adviser, she confirmed that the Special Educational Needs and Disability Financial Advice (SENDFA) organisation will launch on September 17. "Financial advisers want to know the nuts and bolts of special needs financial planning, so we've formed an alliance – the first of its kind in the UK," Gogh said. "We will be meeting regularly from September onwards. So far solicitors, financial advisers, paraplanners an...

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