Cedar Wallis @cedarwallis
Outsourced Paraplanning, Administration and Data Gathering Firm. Allowing Financial Advisers to spend more time doing what counts. Advising! cedarwallis.co.uk United Kingdom Joined July 2016-
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Followers235
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Following637
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Cedar Wallis retweeted
Our latest: How do you attract more enquiries from the right type of person and (sensitively) turn down those you don't want to work with? With honourable mentions for @Nxtgenplanners @AdviserBook @dontdelay theyardstickagency.co.uk/blog/three-tip…
Cedar Wallis retweeted
From the blog: 2018 promises to be an interesting year, with the #FCA showing signs of becoming ever more interested in the value that #FinancialServices firms offer to their clients. b-compliant.co.uk/what-price-for…
Cedar Wallis retweeted
Attention all @Nxtgenplanners and young advisers. Our IFA agony uncle @ovationchris is taking questions for his next column in the #nextgen newsletter. You can send us your questions for him (anonymously!) to [email protected]. bit.ly/2rKY9Ul
One to keep an eye on
Something which is so often neglected!
Something which is so often neglected!
Our new websites now up and running. It's taken a lot of work and we'd love to hear your thoughts. cedarwallis.co.uk
Cedar Wallis retweeted
🔊Listen to & share the #MentalHealthMinute with The Duke of Cambridge, Prince Harry @ladygaga @J_Ennis @DavidHarewood & Dame Judi Dench. It played on +300 UK radio stations in an historic moment to mark #MentalHealthAwarenessWeek. For more: headstogether.org.uk/mental-health-….
Cedar Wallis retweeted
If insurance existed in Game Of Thrones... #GameOfThrones #WinterIsHere
Cedar Wallis retweeted
Our latest: Nine things advisers should never put on their website. How many have you got on yours? theyardstickagency.co.uk/blog/nine-thin…
Cedar Wallis retweeted
37% aged 18 to 65-plus in the dark over ways to grow savings to keep up with rising prices ow.ly/gx3Z30cPz7A #wealthmanagement
Cedar Wallis retweeted
Alastair Black on ‘rules of thumb’ for assessing whether a transfer from DB to DC merits proceeding to advice.
Cedar Wallis retweeted
How to build a successful advice business dlvr.it/PQTWph
Cedar Wallis retweeted
Five things you need to do right now to keep your business safe from #cyberattack. ow.ly/VwJn30cVafx
Cedar Wallis retweeted
How to Prepare for a Networking Event ow.ly/dIqT309t3Gl #BusinessNetworking #Hampshire
Cedar Wallis retweeted
Guide: Good cyber security fca.org.uk/firms/cyber-re…
Cedar Wallis retweeted
Advisers warned of FCA action on charging ftadviser.com/Articles/2017/…
Why not follow us on LinkedIn as well linkedin.com/company-beta/1…
Do what you do best and outsource the rest - Peter Drucker
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