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...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Cazenove Capital to adopt SDR 'Sustainability Focus' label across three funds

Cazenove Capital to adopt SDR 'Sustainability Focus' label across three funds

Total of 16 labelled strategies across Schroders Group

Cristian Angeloni
clock 07 January 2025 • 1 min read
NextWealth: Access to advice will shrink in 2025

NextWealth: Access to advice will shrink in 2025

Advice gap to increase by end of year

Sahar Nazir
clock 07 January 2025 • 2 min read
Treasury Committee calls for evidence on Lifetime ISA amid calls for reform

Treasury Committee calls for evidence on Lifetime ISA amid calls for reform

Nine years after the introduction of the Lifetime ISA

Sahar Nazir
clock 07 January 2025 • 4 min read