PlannerPal @PlannerPalAI

The Financial Planner's AI Assistant - Save time. Serve more clients. United Kingdom Joined January 2024

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Ada Ventures @adaventures

2 years ago

We’re delighted to be backing @PlannerPalAI . We led a £500k investment round alongside prominent fintech angel investors. PlannerPal is an AI-assistant for financial planners. Read Why we Invested: medium.com/ada-ventures/w… We’re proud to support @MarkWhitcroft and…

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PlannerPal @PlannerPalAI

2 years ago

Our co-founder @shoomon_perry demystifies AI's role in wealth management in his latest blog post, "Lifting the Bonnet up on AI in Wealth Management" plannerpal.co.uk/blog/lifting-t…

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PlannerPal @PlannerPalAI

2 years ago

We are live on X! We are on a mission to democratise wealth management by empowering financial planners and advisors to focus more client relationships over administrative tasks. #AIinwealthmanagement #wealthtech #fintech #plannerpal

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Derek Fish @DerekJFish

936 Followers 1K Following Mostly running. Scotland!

The Daily Pulse: start your day informed with key market, finance, and political insights in one concise email. Your essential info, every morning.

Graeme Brewer @BrewerPulse

30K Followers 33K Following The Daily Pulse: start your day informed with key market, finance, and political insights in one concise email. Your essential info, every morning.

Multi award-winning Certified #FinancialPlanner, Chartered Financial Planner, certified money coach, author of #TheMoneyPlan and Sunday Mirror columnist.

Warren Shute CFP® @warrenshute

3K Followers 725 Following Multi award-winning Certified #FinancialPlanner, Chartered Financial Planner, certified money coach, author of #TheMoneyPlan and Sunday Mirror columnist.

SL @susanlafferty

6 Followers 129 Following Operations Director @LomondWealth

Dan Haylett @danhaylett

2K Followers 2K Following 🥇Retirement Coach |🎙Host of The Humans vs Retirement Podcast | 📹 YouTuber | 📈 Financial Planner

Simon Lister @Si_L1ster

17 Followers 237 Following Full time IFA and father, part time Leeds fan and occasional 5 a-sider.

Co-Founder of @PlannerPalAI, the financial planners AI virtual assistant. Former fintech VC. #AIinfinancialadvice #fintech #wealthtech

Mark Whitcroft @MarkWhitcroft

1K Followers 1K Following Co-Founder of @PlannerPalAI, the financial planners AI virtual assistant. Former fintech VC. #AIinfinancialadvice #fintech #wealthtech

Matt Greer CFP @mattgreercfp

354 Followers 329 Following Proud Husband and Dad | Financial Planner for Navigate IFA based in Belfast

The UK’s fastest growing community for financial services professionals to connect, share and engage with actionable member generated content #forpractitioners

@octomembers @octomembers

2K Followers 2K Following The UK’s fastest growing community for financial services professionals to connect, share and engage with actionable member generated content #forpractitioners

Occupational Medicine • Psychiatry • Venture Capital • Digital Health . Sometimes @femi_talabi Views are Mine • RT/Likes ≠ Endorsements

Olufemi Talabi @0gbeni

10K Followers 10K Following Occupational Medicine • Psychiatry • Venture Capital • Digital Health . Sometimes @femi_talabi Views are Mine • RT/Likes ≠ Endorsements

Ada Ventures @adaventures

5K Followers 350 Following Ada Ventures is a pre-seed inclusive venture capital firm. We find and fund the Ada Lovelaces of today.

Faith / Music / Financial Services CTO / Technology / Strategy / Art & Design / Southampton fan. it's a weird mix but then views and mix are all my own

Dave Reynolds @ralphiereynolds

279 Followers 800 Following Faith / Music / Financial Services CTO / Technology / Strategy / Art & Design / Southampton fan. it's a weird mix but then views and mix are all my own