I increased my portfolio by £40k without taking on new clients

[@peterstalworth]

This is so refreshing! To hear and accountant to talk about life goals! It’s what we do as financial planning firm and it’s what really matters!! 🚀🚀🚀

[@accountantshe]

Right! it's SO important to talk about your goals! 🚀🚀

[@Naeem1509]

Hi Rachel, for a piece of content could you do a video of all the softwares you use for your practice and what softwares you used at the start your practice(the key essential ones) and then as the the practice started to grow what softwares did you start using to streamline processes.

[@rcfsolutions1696]

Where do you find this kind of clients in this world?😅

[@accountantshe]

We work very hard to find them 😂