All in Place welcomes industry veteran Bob Freeman as investor

All in Place, the online platform connecting business and personal financial planning announces Bob Freeman, a financial services industry veteran, has joined the company as a significant investor and adviser to the company.

All in Place, which recently rebranded from Tether, helps accountants integrate the business and personal financial plans of their clients by creating detailed cashflow analysis and opportunity assessments. Launched in 2021, it has continued a structured roll out through early adopter clients, in preparation for full commercial launch.

Post pandemic, as businesses owners shine a spotlight on both their business and personal finances, the role of accountants is taking centre stage. As the closest adviser, tools such as All in Place, support the value and service proposition of private client accountants as they move beyond remuneration and tax planning.

Richard Bertin, All in Place Founder and CEO, said, “We are delighted that Bob has joined All in Place as a significant investor at this pivotal time in our future. He has invaluable industry experience, most notably launching and growing Voyant to become the most eminent cashflow planning business for financial advisers in the UK. Bob will add important strategic and practical advice as we look to extend the service of accountants in the arena of personal cashflow planning for business owners.”

Bob Freeman commented, “I am very excited about joining All in Place, both as an investor and adviser. Richard leads a team with vast experience of the financial services and accountancy space and has a proposition that meets the advisory needs of the accountant, but more importantly the demands of the SME owner. I look forward to adding value to the offering.”

The role of the accountant in navigating their clients’ personal and family financial affairs continues to evolve, with All in Place ideally situated to help. Even when regulatory advice is required, the accountant has all the necessary detail to make an appropriate referral by way of a one-stop shop.

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