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New ways of working, driven and supported by technology, will see significant changes in the financial advice landscape, says Nick Eatock, CEO of @IntellifloLtd professionalparaplanner.co.uk/technology-wil…
We’re excited to welcome our new certified partner @JigsawTree, a specialist consultancy offering additional training, consultation, and outsourcing support on #intelliflooffice. Read more here ⬇️ intelliflo.com/uk/partners #financialadvice #partnerships
Congratulations to @MoneyHoneyFP for winning the ‘Best protection advice from a wealth firm’ award! #protectionGuruAwards2021 👏👏👏 #protection #financialplanning
Busy few weeks, new global intelliflo, new product names and now a brand new super responsive UI to get our teeth into! #ui #powerofone #digitalwealthmanagement lnkd.in/gArsQUG
Well done! @BerryandOak and @SarahEElson
Very proud for @BerryandOak to have been awarded Tax Efficient Adviser of the Year 2021 #paawards21
First day appearing as the new intelliflo 💙💛 and great to have @ChrisatMOUK back to speak to @IntellifloLtd customers about #SMCR. #financialservices #fintech
We have some exciting news 📢 Intelliflo, i4C, Jemstep, Portfolio Pathway and RedBlack are coming together under one global brand – intelliflo – to create a new global leader in #financialadvice technologies. Click below to find out more.
Have a listen to @FTAdviser latest podcast ‘Reckoning’ looms for fund management fees featuring our CEO @NickEatock, @theactualpolson from @thelangcat, and Tim Harvey from HR Independent: hubs.ly/H0G-C2J0 #fundmanagement #financialadvice
Some fantastic tips here! Listening to "Engaging clients in the financial advice journey" at buzzsprout.com/1541983/776106…
Looking ahead: how advice is shaping up in 2021 intelliflo.com/blog/looking-a…
Nick Eatock: Improving access to financial advice professionaladviser.com/4026335/ via @profadviser
Ian’s Tech Travels: The 2020 adviser report card citywire.co.uk/new-model-advi…
Managing client 'digital fatigue' during lockdown professionaladviser.com/4023768/ via @profadviser An interesting outcome is that many advisers are recognising that the way in which they engage with clients should be ‘omnichannel'.
@IntellifloLtd eadviser score continues to prove better business performance. ‘Firms that score highly are clearly outranking their peers in terms of clients advised, revenue generated, recurring revenue and assets under management’ professionalparaplanner.co.uk/technology-is-…
Using technology to streamline processes and cut out manual steps can also improve the customer experience while saving time and resources! Read the full article to see how COVID-19 has accelerated this for adviser! financialreporter.co.uk/blogs/how-can-…
Adopting Tech may mean that advisers will be able to work with clients that might not have been a target audience in the past. If costs can be brought down for onboarding clients and working with them on an ongoing basis. Has COVID closed the advice gap? amp-ft-com.cdn.ampproject.org/c/s/amp.ft.com…
Awesome session today from @theactualpolson check out the lockdown papers
So for #CTG2020 attendees, here are the URLs for The Lockdown Papers: Better/Faster/Stronger (CIPs) - flipsnack.com/langcat/better… Serenity/Courage/Wisdom (2025 pricing) - flipsnack.com/langcat/sereni… Let the Suitable One(s) In (due dil) - flipsnack.com/langcat/let-th… #bedtimereading
An interesting debate. I agree with @ianmckennaftrc view that firms should make sure they are making the most of the tech they already have. The @IntellifloLtd eadviser score helps firms assess that they are getting the most out of Intelligent Office.
@ianmckennaftrc on the money re adviser firms building own #fintech - it’s expensive and hard plus tech is already available out there - plus R&DD required #CTG2020 @IntellifloLtd
A fantastic debate going on, and some great questions from delegates! #CTG2020
@CathiTweets from @GroupVerve on compliance (PI)... "There is much change and innovation in the compliance segment of #financialservices @ApricityComply #CTG2020
Ottessa moshfegh @ottessa_moshfeg
962 Followers 2K Following American novelist fusing dark humor with raw introspection. Author of Eileen, My Year of Rest and Relaxation, Death in Her Hands, Lapvona.
Hayley Rabbets (She/H... @hayley_rabbets
512 Followers 1K Following Head of @FoundationVerve Passionate about changing the face of finance #BeTheChange & educating the masses #BreakTheTaboo (and hashtags, apparently)
Foster Denovo @FosterDenovo
614 Followers 577 Following We are a multi-award winning national firm of financial advisers, working with individuals, corporate clients and charities.
Heather Sugg @HeatherSugg
2K Followers 2K Following #fintech storyteller, believer, lover of life, SVP @WMAgency
Christina Walls @Christi34336559
15 Followers 84 Following Modern marketeer that thrives in challenging the status quo!
🅹🅴🆂🆂🅸�... @Jessica_14481
18 Followers 2K Following Sexy and lonely girl seeking for new friends.Follow me if you want me to send you some hot pictures. 😚😘👅
NikiCooke @niki_cooke
183 Followers 267 Following love life, love family, love work, love fitness #protectionguru #nzsavblanc
Linda Plant @langcatlinda
685 Followers 2K Following Proud (if perpetually off-brand) lang cat. I am the dogless weirdo smiling at yours.
Mark Polson @theactualpolson
6K Followers 3K Following Founder and chief exec of the lang cat. Views are yours, shortly.
Abbie Knight @abbies_insights
3K Followers 3K Following Speaker, entrepreneur and consultant. Passionate about all things digital and marketing in financial services
Roger Mills @rogerhmills
582 Followers 1K Following F1, Politics, Rugby, Opera, Historical Dance, Shooting … not necessarily in that order …
Catherine Morgan @themoneypanel
4K Followers 4K Following Financial Coaching Trainer/#1 best selling Author - Its not about the money/Financial Educator/Former Financial Planner
Corrie Raine @CorrieRaine
202 Followers 753 Following
Chris Davies @ChrisatMOUK
2K Followers 3K Following Empowering compliant client-centric professional service firms via award winning #AI #RegTech. Author of Culture Coding. Proud Dad. All tweets my own
The Codepotato Team @TeamCodepotato
387 Followers 436 Following Powered by coffee & hobnobs, we're the friendly agency that specialises in data-driven web apps for the financial industry. Building since 2011.
Rob Tedder @RobTedder
354 Followers 944 Following Account Manager, UK at Conquest Planning. Keen Golfer, average tennis player. Dinosaur Expert
Kymin @Kymin
1K Followers 1K Following Kymin are an Award Winning firm of Independent Financial Planners and Wealth Managers offering advice for over 33 years. Contact [email protected] / 01633 840000
i4C @i4CtechUK
427 Followers 967 Following Cashflow modelling software designed for financial planners to create engaging lifetime cashflow forecasts. It's intuitive and easy to use.
Sarah Elson @SarahEElson
473 Followers 392 Following Director & CERTIFIED FINANCIAL PLANNER ™ Professional @berryandoak. Helping clients to ensure their financial goals are achieved. Advice Delivered with Care
Andrew Elson CFP @AndrewElson
1K Followers 1K Following Chartered & Certified Financial Planner, IFA, Providing independent advice, helping clients to ensure their goals are achieved, Mountain Walker & Scout Leader
Berry&Oak @BerryandOak
792 Followers 671 Following Award Winning Firm. Helping you & your family live the life you want. Clear, independent, financial planning. Advice delivered with care - especially for you.
ebdborhan @ebdborhan
524 Followers 2K Following I am Ebd Borhan WordPress Expert and Web Developer And Mailchimp email marketing expert
Charlie - Cervello Fo... @cervelloforbiz
726 Followers 3K Following The (mostly) 'human' employee benefits consultancy, powered by financial planning and guidance, from Chris Daems & Charlie Goodman. Mainly Charlie tweeting.
Tony Thomas - Indepen... @TonyThomasFPFS
1K Followers 2K Following Chartered Financial Planner specialising in Wealth Management, Retirement & Investment Planning. Helping people plan for a happy and secure financial future.
Think IT @thinkitrec
713 Followers 405 Following Tech Talent Acquisition professionals in Financial Services markets. Connecting top tech talent with leading companies to drive innovation and growth.
FP Training Academy @FPTrainingAcad
1K Followers 963 Following Face2Face communication and coaching skills training for Financial Advisers. 1-to-1 coaching for Financial Planning business owners / planners
Shaun Riley-Potente @ProtectionBDM
282 Followers 1K Following Business Development Consultant at Guardian Financial Services | 🎙Podcaster | 📈 Helping advisers improve, drive and grow their protection business.
Jenny Burt @Jenny_Burt_EV
327 Followers 470 Following Director of Marketing at EV - highlighting the importance of financial clarity for all. You can also find me on: https://t.co/bK9SAjwcp8
Dynamic Planner @DynamicPlanner
2K Followers 2K Following
Simon @DefineSimon
459 Followers 701 Following Director & Independent Financial Planner at Define Wealth. Father of two and keen sportsman.
Claire Shine @ClaireShine3
66 Followers 50 Following Business Development Consultant for iPipeline Ltd. Opinions expressed here are of my own. To find out more about iPipeline Ltd, please visit the website below.
Jill Jones @JillrLIFT
67 Followers 127 Following Head of Client Support for LIFT-Financial Group - Award winning, fee based Chartered Financial Planners
Shafiq Manji @iOeLearning
18 Followers 33 Following
Alan Moran #FBPE #ABT... @Alan_Moran
3K Followers 4K Following Financial Life Planner on a mission to marry client's meaning with their money. Moved to Bluesky: https://t.co/YtgKJp9gmt
Laura Taylor @Laura67139297
23 Followers 153 Following
CSS Investments @CSS_Investments
779 Followers 197 Following Authorised by the FCA. The services we offer may result in losses as well as profits. Full disclaimer: https://t.co/3rlpQDJvKe…
VoiceNotes Ltd #busin... @VoiceNotesLtd
675 Followers 2K Following The most secure and accurate dictation, (human) transcription, and proofreading company in the UK. Our team will deliver perfect transcripts - every time.
Stephanie Hydon @Hydon_iPipeline
796 Followers 704 Following Head of Distribution Strategy #iPipelineUK. Women of the Year Technology. Opinions expressed are my own. Find out more about iPipeline UK, visit website below.
Tim Walton @timwalton64
13 Followers 164 Following Keen cyclist and outdoor enthusiast - all views my own
Borhanhossen @borhanhossen201
27 Followers 467 Following
Sharon Marshall @mort_brainMrsM
176 Followers 168 Following Great minds discuss ideas. Average minds discuss events and small minds discuss people - enough said!
Darrell Stone @Rocky1Stone
330 Followers 623 Following Head of Partnership Development @mycontinuum ex-international athlete, football coach and weekend taxi driver (to my 4 boys).
Richard Young @Richard05356006
1 Followers 20 Following
Moneyinfo @moneyinfotech
2K Followers 3K Following Unlock your peak performance with the UK’s most configurable digital relationship management platform, built for ambitious wealth management firms.
Christina Walls @Christi34336559
15 Followers 84 Following Modern marketeer that thrives in challenging the status quo!
Corrie Raine @CorrieRaine
202 Followers 753 Following
Roger Mills @rogerhmills
582 Followers 1K Following F1, Politics, Rugby, Opera, Historical Dance, Shooting … not necessarily in that order …
Abbie Knight @abbies_insights
3K Followers 3K Following Speaker, entrepreneur and consultant. Passionate about all things digital and marketing in financial services
Verve @GroupVerve
1K Followers 1K Following Need some help starting, scaling or elevating your advice firm? Then you've come to the right place.
Catherine Morgan @themoneypanel
4K Followers 4K Following Financial Coaching Trainer/#1 best selling Author - Its not about the money/Financial Educator/Former Financial Planner
Mark Polson @theactualpolson
6K Followers 3K Following Founder and chief exec of the lang cat. Views are yours, shortly.
Simply Spurs @Simply_Spurs
27K Followers 494 Following Suffering Tottenham fan that tries to be funny.
Hannah Godfrey @Hannah_Godfrey
3K Followers 1K Following Ex-journalist, now merely watching the news. Instagram: @hannahgxdfrey
Darren Cooke @RedCircleFP
3K Followers 101 Following Chartered Financial Planner, helping clients realise their life and financial plans. Notable nobody in the advice profession
Kymin @Kymin
1K Followers 1K Following Kymin are an Award Winning firm of Independent Financial Planners and Wealth Managers offering advice for over 33 years. Contact [email protected] / 01633 840000
Rob Tedder @RobTedder
353 Followers 943 Following Account Manager, UK at Conquest Planning. Keen Golfer, average tennis player. Dinosaur Expert
Bankhall @Bankhall
1K Followers 691 Following Bankhall is a leading supplier of support services to more than 800 directly regulated financial services firms.
Moneyinfo @moneyinfotech
2K Followers 3K Following Unlock your peak performance with the UK’s most configurable digital relationship management platform, built for ambitious wealth management firms.
Sarah Elson @SarahEElson
473 Followers 392 Following Director & CERTIFIED FINANCIAL PLANNER ™ Professional @berryandoak. Helping clients to ensure their financial goals are achieved. Advice Delivered with Care
Andrew Elson CFP @AndrewElson
1K Followers 1K Following Chartered & Certified Financial Planner, IFA, Providing independent advice, helping clients to ensure their goals are achieved, Mountain Walker & Scout Leader
Adviser Outsourcing -... @advoutsourcing
445 Followers 835 Following Providing bespoke support packages to SME Financial advice firms that deliver reliability, flexibility and above all else expertise.
Eileen Murphy @ITinformed
3K Followers 3K Following Founder of Informed Training. Handed the baton to new owners whom I wish all the best. Now enjoying my retirement.
i4C @i4CtechUK
427 Followers 968 Following Cashflow modelling software designed for financial planners to create engaging lifetime cashflow forecasts. It's intuitive and easy to use.
Berry&Oak @BerryandOak
792 Followers 671 Following Award Winning Firm. Helping you & your family live the life you want. Clear, independent, financial planning. Advice delivered with care - especially for you.
Stephanie Hydon @Hydon_iPipeline
796 Followers 704 Following Head of Distribution Strategy #iPipelineUK. Women of the Year Technology. Opinions expressed are my own. Find out more about iPipeline UK, visit website below.
Gareth Stephen Kerr @GarethKerr
849 Followers 865 Following Coach and occassional player for @bridgyrugby ; with awful craic. Everybody Love Everybody.
Invesco EMEA @InvescoEMEA
6K Followers 267 Following Updates and insights from Invesco for Europe, the Middle East and Africa. For further information see: https://t.co/WbIWBHLVbm
The Codepotato Team @TeamCodepotato
387 Followers 436 Following Powered by coffee & hobnobs, we're the friendly agency that specialises in data-driven web apps for the financial industry. Building since 2011.
Intelliflo Developer @IntellifloDev
84 Followers 84 Following Helping you build better tools and products for the financial services industry, through OpenAPIs and interconnected systems.
NikiCooke @niki_cooke
183 Followers 267 Following love life, love family, love work, love fitness #protectionguru #nzsavblanc
Colette Noble @noblecolette
154 Followers 264 Following
Jill Jones @JillrLIFT
67 Followers 127 Following Head of Client Support for LIFT-Financial Group - Award winning, fee based Chartered Financial Planners
Darren Fletcher @intelliflodaz
63 Followers 153 Following
ASHL Group @ASHLGroup
573 Followers 523 Following The partner of choice for financial advisers. Share our vision, join our community, stay ahead of the curve. Sense | Lyncombe | Rockhold | Lync
Fran moody @MoodyFran
78 Followers 136 Following
Graeme Codrington @GraemeCod
79 Followers 1 Following This account is reserved for possible future use. Graeme currently tweets from @futuregraeme and @futurechurchnow. See his website at http://t.co/4rmNA9SL0v
struan robertson @StruanR1
90 Followers 216 Following
Darrell Stone @Rocky1Stone
330 Followers 623 Following Head of Partnership Development @mycontinuum ex-international athlete, football coach and weekend taxi driver (to my 4 boys).
Juan Menacho @menacchio
108 Followers 511 Following Chief Data Officer @webexpenses Technology enthusiast, continuous improvement believer, and passionate about tennis.
robert walton @rawalton1910
151 Followers 220 Following COO Supplier Assessment Service limited. Continuous improvement is my thing.
Justin Urquhart-Stewa... @ustewart
8K Followers 713 Following Co-founder and co-director of Regionally, an Online investment environment. Partner and co founder of Seven Investment Management.
Continuum (Financial ... @MyContinuum
2K Followers 2K Following Professional Adviser Firm of the Year for 2020. Proud to be recognised for our business approach to Environmental, Social Responsibility and Governance matters.
Andrew Storey @evalueandrew
591 Followers 741 Following Technology, financial services and AI. Views are my own.
Elliott Quarcoo iO @Elliott_iO
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Mindful Money @mmlatest
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2K Followers 767 Following Forest, Family, Wine, Fintech. (Priority order constantly interchangeable). Occasionally sharing sporting musings on @forestfocuspod and https://t.co/fDcMo6yT7HTrends for United States
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