5 Things your financial adviser should be doing for you:
✔️ Being an independent sounding board.
✔️ Coordinator between your professional contacts.
✔️ Proactively planning ahead of deadlines.
✔️ Support to wider family.
✔️ Being an accountability partner.
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385 Followers 460 FollowingChartered Financial Planner of The Year 2021 and Fellow of the Personal Finance Society offering full holistic face to face financial advice.
238 Followers 830 FollowingTweets about things that support IFA firms adding a digital advice channel to their existing business. John.driscoll@https://t.co/qWtM88xqAE https://t.co/qWtM88fPc4
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548 Followers 1K FollowingHead of @FoundationVerve
Passionate about changing the face of finance #BeTheChange
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203 Followers 147 FollowingPoor little Greek boy. Founder of Taki’s Magazine, co-founder of The American Conservative & Spectator "High Life" Columnist. Affectionate Online Impersonation.
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2K Followers 2K FollowingOwner / Director of https://t.co/ic8aKdL8u7. I take myself far to seriously, loving life. COBs Quoter. Kidney Donor @plan_works
531 Followers 2K FollowingCardiff Rugby. Egg chasing, the sound of leather on willow & good food (prob more food these days) . Head of Adviser Support @groupVerve. Views are my own…
867 Followers 738 FollowingFinancial planner and business owner; I help people align their money with the life they want to live. Husband, father of 4 girls, runner & golfer.
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Published Author of 'Money with Purpose: Receive the Dividends of an Undivided Financial Life.'
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*Comments are not individual advice. Consult with the proper tax, legal, financial professionals for your situation.
548 Followers 1K FollowingHead of @FoundationVerve
Passionate about changing the face of finance #BeTheChange
& educating the masses #BreakTheTaboo (and hashtags, apparently)
8K Followers 763 FollowingFinancial Life Planner, 🌟 Coach, trainer, mentor, speaker. Working hard to make it count and help clients live their BEST life 🇬🇷🇨🇾🇬🇧
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