
Ballards LLP Sound Advice
A podcast series about finance and taxation brought to you by award winning chartered accountancy firm, Ballards LLP.
Ballards LLP Sound Advice
Maximising Excess Funds - Strategic Decisions for Companies and Individuals
•
Ballards LLP Chartered Accountants
Ballards LLP chartered accountants bring you Sound Advice. In this episode, Ben Allman is joined by esteemed guest John Allen, Partner at Boolers Wealth Management. Together they explore the various avenues for optimising surplus funds, gain valuable insights into the potential benefits associated with each option and discover how to effectively leverage excess funds for maximum returns.