JP McCarthy @JPMcCarthy6
Business Development Specialist @Intellifloltd Passionate about #fintech & helping advisory firms get the most from technology. #socialselling Views my own. Intelliflo.com London Joined December 2019-
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Interesting concept. Working down under or Canada would never be easier. Retiring to the gold coast an option over Bournemouth or Worthing? " dw.com/en/canzuk-coul… @dwnews #trade #canzuk # #globaltrade #internationalrelations #globalization
The vast majority of consumers have picked their adviser based on a recommendation from a trusted source. #financialadvice #financialplanning #financialadvisors ftadviser.com/your-industry/…
Thirty-six per cent of younger advisers plan to add a new piece of technology that is more than double the 15% average. moneymarketing.co.uk/news/younger-a… #financialadvice #technology #fintech #investing
Setting yourself a manageable budget and practical goals will help you feel more financially resilient, organised and in control – resulting in a healthier relationship with money. @MensHealthMag #Twitter #moneymanagement #savings #financialplanning menshealth.com/uk/mental-stre…
Smaller advice firms are at risk of falling behind as their larger counterparts demonstrate a greater ability to embrace new technology. @FTAdvisor #technology #saas #financialadvice ftadviser.com/your-industry/…
Two in every five young investors failed to list a single practical reason for investing among their top three motivators. @Independent_ie #financialplanning #finance #success #financeandeconomy independent.co.uk/money/invest-c…
The new intelliflo, a combination of five Invesco-owned tech businesses from the UK and North America. @Profadviser #financialplanning #ifa #finance #fintech #saas professionaladviser.com/opinion/402822…
Intellifo's new brand. #saas #crm #financialadvice #financialplanning lnkd.in/eHq_eBS
Exciting news, the launch of a bold, new brand identity for the new intelliflo and new names to unify the combined range of solutions. @IFAMagazine #IFA #financialplanning #financialadvice #crm ifamagazine.com/article/major-…
Opportunities in fintech are endless as the innovation thrives on the ever-evolving technology. Consumers want to do more in their finances and fintech solutions are rising to the occasion. @EntEurope #fintech #financeandeconomy #finance entrepreneur.com/article/362981
Insurance policies, quotes and pricing are based on risk. If you are the type of person who leaves it to the last minute, their risk charts show you are a more risky person. The sweet spot is around 21 days. @Dorsetecho #financialplanning #insurance dorsetecho.co.uk/news/19053778.…
Only a 34% of advisers are offering all their clients #cashflow modelling, despite 70% agreeing cashflow modelling technology is the most popular tool for helping clients meet long-term goals. @planner_tweets @i4CtechUK @IntellifloLtd #cashflow #ifa professionalparaplanner.co.uk/cashflow-model…
• Sort out your savings… • When it comes to investing, start small... • Think about a Stocks and Shares ISAs... • Looking to buy property? Get a plan in place… • Invest in good money habits… @glamourmag #financialwellbeing #financialadvice #savings glamourmagazine.co.uk/article/millen…
A global economic bounceback, opportunities in green energy, good value in post-Brexit Britain and even the chance to make money on big oil: all this & more is on offer for investors looking for profit in 2021. @FT #investing #investors #valueinvesting ft.com/content/a17fb0…
Here, rounded up the most helpful nuggets of advice from Alice's Money Matters columns this year: @glamourmag #financialadvice #financialplanning #savings #financialgoals #moneymanagement glamourmagazine.co.uk/article/top-mo…
One of the most striking observations to come out of a recent Department for Work and Pensions study was how people tended to focus on the early phase of retirement rather the latter stages. @_moneymarketing #retirement #financialadvice moneymarketing.co.uk/analysis/does-…
Greater use of technology in the advice process necessarily accelerated during the Covid-19 lockdown but clients are now in danger of digital burnout, writes Nick Eatock. Here he discusses how to keep clients engaged. @intelliflo @Profadviser #financial professionaladviser.com/opinion/402376…
Financial advice firms have made significant strides in improving their use of technology over the last year, leading to increased revenue and more clients, according to new research from @intelliflo. @F_Reporter #financialplanning #financialadvice financialreporter.co.uk/finance-news/a…
Amongst those who have received financial advice, 55% of this subset said the greatest benefit is the ‘peace of mind provided by their relationship with an adviser. @_moneymarketing #finacialservices #financialadvice #ifa #wealthmanagement #Retirement moneymarketing.co.uk/view-from/disc…
Financial advice firms have made significant strides in improving their use of technology over the last year leading to increased revenue and more clients, according to Intelliflo’s eAdviser Index 2020. #financialplanning #technology #Banking wealthadviser.co/2020/11/03/291…
Easyflow @easyflow_ai
2K Followers 3K Following Automate your business with AI agents 🤖 Speed, precision, and 24/7 availability. Visit our website 👉 https://t.co/mL3pfhQ8Hs
McCrodee @McCrodeeFdsB8u
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hwBlbIUG90709811 @HwBlb39364
25 Followers 414 Following BGMX Exchange stands as a decentralized platform for the #Bitcoin ecosystem https://t.co/4LwebFT7U0
AdviserSoftware.com @advisersoftware
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Estgro @EstgroNews
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Stuart McLeod @stuartm_protect
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Abbie Knight @abbies_insights
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Parafinity @ParafinityUK
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Wendy Gregory Dines @wendydines
369 Followers 833 Following Love my life. 🌹 in the Yorkshire Pennines. Proud mum, music, art, literature, Pilates , yoga 🧘🏻♀️ rowing 🚣♀️ cats 🐈, nature 💚 tech ⌨️ Own opinions here.
Gareth Kerr @GarethSKerr
510 Followers 770 Following Head of sales proposition at @IntellifloLtd Passionate about #fintech & helping advisory firms get the most from technology. Head Coach at @BridgyRugby #Rugby
FinCalcUK @FinCalcUK
421 Followers 2K Following Powered by @ompensions, FinCalc is the next step in financial planning software. Find out more @ https://t.co/RnjpuQxWFv #cashflow #financialplanning #iht #tvc #apta #lta
Rich Retirement Lette... @rich_retirement
58 Followers 245 Following We are dedicated to all things saving for retirement to help aspiring retirees to be successful in in every phase of their retirement journey!
Casey Mills FPFS @millsc78
699 Followers 1K Following Founder | Managing Director | Chartered Financial Planner | Retirement Planning Specialist
Gen X @GenerationX1970
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Unbiased UK @unbiaseduk
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James Livesey @jlivesey_Ti
171 Followers 456 Following Chartered Financial Planner (Fellow) @Tilney #investment and #financial planning group. All views are my own. RTs are not an endorsement. @bestinvest.
Md JR Shoron @jr_shoron
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Adam Flowers @AdviserTechAF
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Compeer Limited @ComPeerLimited
1K Followers 3K Following Providing research & benchmarking for the UK #WealthManagement Sector. Bringing you industry insights & in-depth analysis. Use #Compeerlive for our event feed.
Guiide @Guiidepensions
460 Followers 2K Following Our free pension calculator gives you everything you need to plan for when you can retire. #pensions #fintech
Absolute Wealth Manag... @absolutewm
88 Followers 197 Following We offer independent financial advice to individuals and SME businesses. More information about us can be found on https://t.co/vW6oqheRgE
Peter IFA Magazine @Peter_IFAMAG
153 Followers 452 Following Financial Journalist for IFA Magazine @ me!
MHW @mhwifaUK
185 Followers 577 Following Independent Financial Advisors All Your Financial Planning In One Place
Elliott Quarcoo iO @Elliott_iO
210 Followers 338 Following Customer Relationship Manager @ intelliflo
Andy Hart @MavenAdviser
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Mark Curtis @Markac51
56 Followers 319 Following Father of two great children, Man City fan and financial services professional
Nadine Irons @irons_nadine
149 Followers 900 Following Lucky to live on the beautiful island of Jersey. Love to travel, love boxing, and love red wine.
Steven @StevenH_LnD
740 Followers 2K Following Learning | People | Technology. Fan of stupid surnames. Husband, Father, Gooner, Geek. Occasional quiz presenter. Views are my own except when stolen.
Courtney Raymond at A... @RIALawyers
128 Followers 186 Following Director of RIA Services Legal, regulatory and compliance services for RIAs and advisors Expungement, arbitration, Regulatory defense Ask me anything!
Money Marketing @_moneymarketing
27K Followers 2K Following The leading magazine and website for financial advisers. Pensions, investments and more 💰 Sign up at: https://t.co/smuKv5Hspe
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.
Protection Review @Protection_Rev
2K Followers 2K Following We don’t think many people from our industry are on X anymore! Please find us on LinkedIn | Sign up link for Bulletin below
The Top G. aka Grimst... @PGrimster
2K Followers 3K Following Love a good bull run! #bitcoin bull.🚀💰 Sutton UTD⚽️ Travel🇮🇹🇬🇷 ✈️ & Foodie lover🍷🥂🍋
Hope Coumbe @hopecoumbe
1K Followers 861 Following Finance editor @REA_Group 🏠 Formerly @Profadviser, @profpensions, @_moneymarketing, @moneymanage
eparaplan Connect @eparaplan
668 Followers 2K Following A bespoke client servicing solution for #financialadvisers - covering every task & duty an IFA firm needs - We don't force you to our rules, we work to yours!
Jack H Lubbock @JackHLub
33 Followers 134 Following
i4C @i4CtechUK
445 Followers 995 Following Cashflow modelling software designed for financial planners to create engaging lifetime cashflow forecasts. It's intuitive and easy to use.
Priyanka Naik @priyankanaik042
22K Followers 16K Following Tech Leader at @primevideo Commerce Tech | Ex @discover, @oracle | Scaling payments systems for millions | #Fintech and #AI enthusiast
Blue Label Consulting @BlueLabelCsltg
2K Followers 4K Following Creating bespoke analytical solutions, insights & strategies to solve real business problems & leave you with skills, knowledge & tools to develop your team.
Andre @AndreTaiwo
68 Followers 215 Following Senior Sales Executive at Intelliflo Ltd.Helping IFA firms transition across to the award winning, UK financial services software Intelligent Office.
Brunel Wealth @BrunelWealth
1K Followers 3K Following An independent, tailored financial planning and wealth management service. Part of the @Brunel_Group
The Mortgage Hut @themortgagehut
2K Followers 3K Following We provide expert mortgage advice and specialise in Help to Buy, Shared Ownership, buy-to-let and remortgages.
Bryan Beeston @bbdunstan
111 Followers 184 Following I am Business #Development Director at @DTImago, the #Portsmouth based #FinTech company. #Digital #Pensions
Fiduciary Wealth @Fidwealth
1K Followers 898 Following Positively shaping the wealth of the British Expatriate Community through cross border financial planning, tax optimization and independent wealth management.
Graham Hancock @Graham__Hancock
579K Followers 112 Following Presenter of the hit Netflix docuseries “Ancient Apocalypse”, and author of many international bestselling books. Full list: https://t.co/4KGIwOmV1W
MCCCSHCas @MCCCSHCas
23K Followers 708 Following This account is not monitored. For any queries or concerns, please contact our Customer Support team. 18+ https://t.co/kDWvV5kBxB
Steven @StevenH_LnD
740 Followers 2K Following Learning | People | Technology. Fan of stupid surnames. Husband, Father, Gooner, Geek. Occasional quiz presenter. Views are my own except when stolen.
The Top G. aka Grimst... @PGrimster
2K Followers 3K Following Love a good bull run! #bitcoin bull.🚀💰 Sutton UTD⚽️ Travel🇮🇹🇬🇷 ✈️ & Foodie lover🍷🥂🍋
Blue Label Consulting @BlueLabelCsltg
2K Followers 4K Following Creating bespoke analytical solutions, insights & strategies to solve real business problems & leave you with skills, knowledge & tools to develop your team.
Peak Capital @PeakCapitalAU
129 Followers 34 Following Business, Commercial and Private Lending. Australia.
Brunel Wealth @BrunelWealth
1K Followers 3K Following An independent, tailored financial planning and wealth management service. Part of the @Brunel_Group
The Mortgage Hut @themortgagehut
2K Followers 3K Following We provide expert mortgage advice and specialise in Help to Buy, Shared Ownership, buy-to-let and remortgages.
Bryan Beeston @bbdunstan
111 Followers 184 Following I am Business #Development Director at @DTImago, the #Portsmouth based #FinTech company. #Digital #Pensions
Christian Faes @ChristianFaes
22K Followers 982 Following Now building @faesandco (and @f2finance). Previously co-founder @LendInvest (built through to IPO), Onate (Ireland). Ex-lawyer 🇦🇺 to 🇬🇧now 🇺🇸
eparaplan Connect @eparaplan
668 Followers 2K Following A bespoke client servicing solution for #financialadvisers - covering every task & duty an IFA firm needs - We don't force you to our rules, we work to yours!
Jack H Lubbock @JackHLub
33 Followers 134 Following
Priyanka Naik @priyankanaik042
22K Followers 16K Following Tech Leader at @primevideo Commerce Tech | Ex @discover, @oracle | Scaling payments systems for millions | #Fintech and #AI enthusiast
Santchi @SantchiWeb
7K Followers 4K Following Web Enthusiasts! interested in all things #AI, #machinelearning, #DevOps, #Automation, #AR, #VR, #SaaS, #UX, #UI, #Gamification…
Fiduciary Wealth @Fidwealth
1K Followers 898 Following Positively shaping the wealth of the British Expatriate Community through cross border financial planning, tax optimization and independent wealth management.
WhalePages ⚡ [SaaS ... @whale_pages
701 Followers 2K Following SaaS Growth Hacking Ideas to Help 🚀 Your SaaS Company. Interviews With SaaS Founders Here: https://t.co/AZqeaY9CGM #SaaS TV here: https://t.co/p04P0QRElq
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2K Followers 1K Following The Demyst platform removes the friction associated with external data solutions for #Fintech, #Regtech, #Insurtech, and #Martech workflows.
zsah @zsahLTD
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The Pensions Manageme... @PMIPensions
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Kat Potts - Kymin Fin... @KatPotts_Kymin
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