Sharing is Caring: Why you should share your financial portfolio with those you trust
We discuss reasons why you should share your portfolio with your loved ones and other trusted parties, and how Auderli helps you do it securely.
May 18, 2022
AUTHORS
STEVE CROUCH
Steve Crouch, Founder and CEO of Auderli, has been a chartered tax specialist for over 35 years and has his own accountancy and taxation practice, SRC. In addition, he co-owns a probate business, Probaters, and a law firm, Act Legal.
Having also co-founded online accountancy platform Crunch in 2007, Steve went on to launch life and financial management app Auderli, which helps to keep track of their customer’s their assets and liabilities, from mortgages, wills and bank accounts to investments, shares and personal items of worth.
Accredited Tax Advisor, ATA AIPA
Fellow, Association of Taxation Specialists (ATT)
Member, Charted Institute of Taxation
Associate, Society of Trusts and Estate Practitioners
Member, Worshipful Company of Tax Advisors
Guardian, Small business in the spotlight...Crunch Accounting
Argus, Brighton based tax specialist nets award
Founder, Owner, SRC
Co-founder and Co-owner, Probaters
Co-Founder, Crunch
Co-owner, W'zis