Genovo @genovodocs
A highly customisable suitability report app providing the perfect balance of personalised user input and time-saving automation. genovo.co.uk Shrewsbury Joined September 2010-
Tweets3K
-
Followers1K
-
Following1K
-
Likes214
Wow. What a week! Another fantastic release that takes us even closer towards realising our mission of a comprehensive and fully-integrated report writing solution, we've welcomed many new users & received wonderful feedback from our existing users. ow.ly/acsn50VLNLg
It's an exciting day here it at Genovo; one year after the successful launch of v2 we have another game-changing release on the way. Keep an eye on your emails for more information! You can subscribe to our mailing list using the link below... ow.ly/7BHY50VJGSX
At Genovo, we recognise that along with changing the wording that is generated in reports, our users may also want to re-order the content of their reports. This month's user tip blog explains how.... genovo.co.uk/how-to-re-orde…
Genovo HQ is now closed for 2024 and what a fantastic year it has been! With the seamless launch of v2, our integration with Plannr and v2.3, it's been a busy one. The good news is, we will be back on the 2nd January with more exciting things in the pipeline for 2025.
Gentle reminder that Genovo HQ will be closed from 4pm on Monday 23rd December. The Genovo Support Desk will remain open over the Christmas period and monitored, albeit with a lighter touch than usual. There's still plenty of time to get your January demos booked in.
It's not too soon to start thinking about your New Year's resolutions..If one of those is to be more efficient with your Suitability Reports, we highly recommend booking a demo now to see how Genovo can help you. Trust us, your future self will thank you! ow.ly/r6gk50UpkvQ
Please keep in mind that Genovo HQ will be closed from 4pm on Monday 23rd December to 9am Thursday 2nd January 2025. You will still be able to access the Genovo app and the support desk will continue to be manned- albeit with a lighter touch than usual.
We are often asked what products Genovo covers and with over 100 available this is quite an extensive list! Luckily for everyone, we do have a full list available on our website including the most recent addition of Cash Management Accounts. ow.ly/zT8F50UmfWu
As 2025 is just over a month away, now is the perfect time to prepare for improvements in your workload in the New Year. Book a demo now to learn how Genovo can help you in 2025. ow.ly/qomI50UgVOL #suitabilityreports #financialadviser #paraplanning #paraplanner
You may have heard us mention this before - we're on a mission! The next stage in that mission is another new release. To find out more about the new features, updates and our mission visit the blog below: ow.ly/nmUP50UbA3g
Some fantastic feedback from Sarah regarding their recent Key Account session. These sessions are held every 6 months and give us an opportunity to ensure our Key Accounts are getting the full benefit of using Genovo.
Our phone lines will be closed today as Team Genovo will be spending the day together at The Shropshire Wildlife Trust discussing all things Genovo and all the exciting things we have in the pipeline 🤫 Our support desk is open and being monitored as normal.
Time for another handy user tip blog, this month Nigel talks our users through adding a Table of Contents into report types that don't have it as standard. Another fine example of how customisable Genovo is... ow.ly/bvqR50U4ZfJ
Did you know that Genovo offer a 30 day free trial, with no tie period? Meaning that your whole team can have access to Genovo from the beginning and with the Genovo team on hand to support you. ow.ly/KV2I50U2q3Z #paraplanning #suitabilityreports #paraplanner
Whilst plan charges aren't necessarily the most enthralling topic, how they're handled is extremely important. As always, Genovo delivers. You can find out how Genovo handles plan charges in this handy user tip blog: ow.ly/GcIy50TXoGC
Always on hand to help our users work in the most efficient way possible, we recently released an article showing how a Continued Suitability Report can be written in Genovo in less than 5 minutes. ow.ly/I6xT50TYgST #financialadvice #paraplanner #paraplanning
In this month's User Tip, Nigel walks you through how Plan Charges are handled in Genovo whilst also providing some sneak peeks into related upcoming new features. genovo.co.uk/how-to-write-a…
Great to see paraplanning being increasingly recognised as a profession in its own right. About time! ow.ly/WEEW50Tx44i
If you’re taking part in the World’s Biggest Coffee Morning today, why not use your coffee break to learn how Genovo can help you write your reports in a more efficient way- giving you more time to spend doing what you love. ow.ly/pL0E50Twmmy
As October approaches and diaries begin to fill up, don’t forget to make time for a demo of Genovo. You can book yours by following the link below: ow.ly/P52o50TqE6z #financialadviser #finance #paraplanning #paraplanners #suitabilityreport

Lee Robertson FCSI FR... @leerobertson64
5K Followers 4K Following Ex-pat Scot. Financial Services. Armed Forces Veteran. Entrepreneur. Speaker. Author. NED. Trustee.
Victor Sacks🧡🎗�... @SmartSacks
5K Followers 4K Following Multi award winning Independent Financial Adviser. Working with Business owners. Using ears and mouth in the proportions they were received. Whisky enthusiast.
garry hale 🌎🌱 @garryhale
4K Followers 2K Following he/him , CFP,Chartered Wealth Manager,Owner HK Wealth Stirling,Lifestyle Financial Planning.Past President of The Personal Finance Society.Sailing!⛵️
Phil Billingham @PhilBillingham
5K Followers 2K Following CFP/Chartered Financial Planner. Specialist in ‘World Citizens’. Love travel, Red Wine and Welsh Rugby. Mastodon @[email protected] 🏴🇺🇦🇪🇺
Darren Cooke @RedCircleFP
3K Followers 947 Following Chartered Financial Planner, helping clients realise their life and financial plans. Notable nobody in the advice profession
jeff prestridge @jeffprestridge
19K Followers 17K Following Consumer focused journalist, runner, lover of film & theatre and live music. Love Ronnie Scott’s. Baggies fan. Contributor to Closeup Culture. Love the Blades.
Phil Bray @philbray73
4K Followers 3K Following Founder @yardstickagency posting hints and tips to help financial advisers, planners, and service providers improve their marketing.
Dan Haylett @danhaylett
2K Followers 2K Following 🥇Retirement Coach |🎙Host of The Humans vs Retirement Podcast | 📹 YouTuber | 📈 Financial Planner
David Crozier @davidcroziercfp
3K Followers 2K Following Financial planner, sailor, fisherman, reader, photographer, volunteer, lover of Jesus
Simoney Kyriakou 🇨... @MoorgateMermaid
10K Followers 3K Following Senior Editor of FT trade title @FTAdviser. Also: author, public speaker, possibly funny. Leftist softy. God-botherer. Cat-stroker. All views my own. 🇨🇦 🇬🇧
Alex Riley @AlexandreRiley
2K Followers 531 Following Chartered Financial Planner | Londoner | Runner | Optimist. Finance related tweets to be expected!
David Hearne, CFP™ @dontdelay
8K Followers 5K Following Certified Financial Planner. Independent Financial Adviser. Specialising in Retirement Planning, Investment Management and Estate Planning. Posts are not advice
Andy Hart @MavenAdviser
10K Followers 8K Following Ensuring my clients never make another financial mistake. Financial Adviser @ https://t.co/cWF7Zt1xkW. Host #MavenMoneyPodcast & https://t.co/07JLWekoVq TRAPodcast
Raj Shah @sheffield_ifa
2K Followers 2K Following Son of a Kenyan shopkeeper. Born in Hull. Finalist: IFA of the year, Investment Adviser of the Year, Executive in Residence at SHU, Devoted Hubby & Dad (🐵🐵)
Tom Skinner @Tom_SkinnerBC
3K Followers 3K Following Helping UK doctors build wealth, health and happiness around an NHS pension - AA & LTA historian - over 1,700 personal finance meetings with Drs since 2003
Matthew Walne CFP™ @MatthewWalne
4K Followers 1K Following A Certified Financial PIanner™ professional, Chartered Wealth Manager, Registered Life Planner® and owner of @SantoriniFP. Tweeting customers fairly since 2009.
Nathan Jones @NJ_BlueWealth
834 Followers 724 Following PFS Paraplanner of the year 2021/22 | Technical & Financial Planning Support Manager at Blue Wealth. Passionate about Life Centred Financial Planning.
Smart Divorce Tamsin @tamsincaine
2K Followers 2K Following Rugby loving mother of two, Resolution Accredited Specialist lifestyle financial planner, helping couples and individuals who are divorcing or separating
Skylar Mitchell @Q97WQ556PHl44Kl
1 Followers 265 Following Over 30% monthly potential | 2 high-confidence US stock picks. Join free for real-time entries/exits and risk levels. @CassfMoore
Dino Langworth-Sawayn @DinoS87805
23 Followers 2K Following
Teautoez @TeautoezjjMY
40 Followers 4K Following
Joshua Petersen @J_Petersen1998
11 Followers 211 Following
Dolitea @Dolitea184260
67 Followers 7K Following
Shaghest @shaghest53644
69 Followers 7K Following
CrystalShelley @6Sdnq8BLzg45Uh
54 Followers 7K Following
Graham Palmer @gepalmer73
21 Followers 686 Following
Graeme Carmichael @gncarmichael
14 Followers 158 Following
Vibes on vibes @GithuaMose
572 Followers 2K Following I'm an Architect. I love connecting, sharing and exploring.
HCI Chartered Financi... @HCI_FS
44 Followers 121 Following ⭐ Chartered & Independent ⭐ MoneyAge 2023 & 2024 Financial Adviser: Small to Medium Firm of the Year ⭐ Citywire NMA Top 100 Financial Planning Firms 2023 & 2024
Graham Dent @agedhippy666
6 Followers 16 Following Married with 2 children and 2 grandchildren.Old git. Previously just a git. Tried most sports but not very good at any of them. Love rock music.
Stephanie Evans🇳�... @sparklesteph
41 Followers 455 Following
Tevin.Gongo @TevinGongo
256 Followers 2K Following Scaling SaaS Companies📱to 1000's of users with 0 ads spend💵. Business Growth partner using Growth Hack Marketing, AI & Automation. Multilingual EN, FR, SP💥
Caroline Payne @CPaynetweets
395 Followers 456 Following Distribution Development Consultant @ AIG Life UK. All views are my own
Mark Gardner @markgards
514 Followers 2K Following live boldly, follow your dreams, take risks, look after your friends, & smile when the mountain is steepest
James Pinches DipFA -... @JamesPinchesFP
140 Followers 185 Following Financial Planner for the next generation. Looking to make sure you can achieve your goals and provide financial security for yourself and your loved ones.
Factbook @FactbookCompany
223 Followers 815 Following Factbook’s solutions are custom built to achieve a single goal. They use sophisticated automation to make your reporting teams more effective and more efficient
Iain Cairns @iain_cairns81
297 Followers 512 Following Financial Planner, helping people have the best life they can with the money they have.
Get Independent Finan... @financial_get
2K Followers 4K Following Promoting the benefits of independent financial advice, backed by IFAs across the UK
NextGen Planners @nextgenplannrs
3K Followers 2K Following We help Financial Service Pros grow and develop through expert training and community resources 🌱 Listen to our podcast 👉 https://t.co/23NmcO0XB0
Tom Moran @TomMoranIFP
11 Followers 22 Following Financial Planner, life long learner, mentor and enjoys helping people achieve their goals in life!
Lauren Duffy @LDRF0927
3 Followers 98 Following
Jamie Rice @Ricer316
9 Followers 311 Following
Rob @shroprob
116 Followers 633 Following Adventure and thrill seeking geek who spends too much time trying not to fall off bikes and write half legible code.
Russell Facer @russellfacer360
474 Followers 524 Following Father, Husband, threesixty CEO, Association of Professional Compliance Consultants Director, MAMIL(Zwift fan), hockey - vets player & junior coach, optimist...
Rebecca A Moore @RebeccaAMoore22
379 Followers 2K Following Kansas City Hipster Lead the way to Peace, Find Gratitude, Live and Love, But most importantly find joy in the adventures life can bring! 🛸
Lydia King @ljk5375
7 Followers 86 Following
The Will Company @TheWillCompany
627 Followers 2K Following A Will and Lasting Power of Attorney drafting service for over 700 Financial Advisers and their clients covering England Wales & Northern Ireland
Beckstarry @Beckstarry82
149 Followers 912 Following how can I be defined in a sentence? profession? hobbies? traits? From UK, living in Thailand, living my life as best and authentically as I can 💜🥰
Tom @pensionstom
15 Followers 250 Following
moneyandmind @moneyandmind1
119 Followers 357 Following Research, support and awareness for vulnerability and mental health in financial services
Gen X @GenerationX1970
1K Followers 4K Following
Paul Buck @PaulBuck81
275 Followers 977 Following London Cabbie & Mortgage & Protection Advisor (The Mortgage Cabbie) - @mortgagecabbie
Santiago Burridge @SantiBurridge
605 Followers 1K Following Co-Founder and CEO of Lumiant. A Borderless SaaS behavioural finance and customer experience platform.
JohnSmithIFA @JohnSmithFPFS
180 Followers 168 Following Chartered Financial Planner and Fellow of the PFS. Director of Moffatt Financial Planning, a firm providing holistic financial planning advice.
CLARENDON @ClarendonTweets
417 Followers 385 Following AI Compliance Made Easy. | We guide you from risk assessment to change management, building responsible AI from the ground up. We're your competitive advantage.
Parafinity @ParafinityUK
227 Followers 475 Following We're rethinking Paraplanning one case at a time. Our people first approach drives everything that we do.
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.
Oxford Risk @OxfordRiskLtd
3K Followers 3K Following Oxford Risk deploys behavioural finance software to banks, wealth managers, and financial institutions to help investors make better decisions.
Kymin @Kymin
1K Followers 1K Following Kymin are an Award Winning firm of Independent Financial Planners and Wealth Managers offering advice for over 30 years. Contact [email protected] / 01633 840000
Adam Flowers @AdviserTechAF
436 Followers 1K Following Research Consultant at @f_trc #AdviserTech, #WealthTech & #Fintech @advisersoftware - All you need to know about software for financial advisers, in one place.
Robert Dimbleby @TheFinanceDadUK
155 Followers 76 Following Dad, paraplanner and general nice guy (even if I do say so myself)
HavenParaplanning @HParaplanning
70 Followers 118 Following Providing paraplanning support to financial advisers around the UK. In my spare time you’ll find me on a bike, or on a turbo trainer
Greenfield IT Recruit... @GreenfieldRec
525 Followers 875 Following IT and Digital Recruitment Consultancy. Resource planning advisory.
Alan Smith @AlanJLSmith
21K Followers 2K Following Wealth Management for Entrepreneurs | Founder | Storyteller | Truth Seeker | Podcast 🎧 🏴☠️ https://t.co/YPNvImUFD1
David Penney @DavidPenneyPRW
6K Followers 921 Following Chartered Financial Planner & director, Penney Ruddy & Winter. Director & Treasurer, Carbine Club of London https://t.co/yddGCD1rem
Victor Sacks🧡🎗�... @SmartSacks
5K Followers 4K Following Multi award winning Independent Financial Adviser. Working with Business owners. Using ears and mouth in the proportions they were received. Whisky enthusiast.
garry hale 🌎🌱 @garryhale
4K Followers 2K Following he/him , CFP,Chartered Wealth Manager,Owner HK Wealth Stirling,Lifestyle Financial Planning.Past President of The Personal Finance Society.Sailing!⛵️
Phil Billingham @PhilBillingham
5K Followers 2K Following CFP/Chartered Financial Planner. Specialist in ‘World Citizens’. Love travel, Red Wine and Welsh Rugby. Mastodon @[email protected] 🏴🇺🇦🇪🇺
Abraham Okusanya @AbrahamOnMoney
7K Followers 214 Following Founder/CEO @Timeline_Tech | Host @investing_show + @adviser3point0_ | Author, https://t.co/zRvUUicQs7 | Certified Feather Ruffler
Darren Cooke @RedCircleFP
3K Followers 947 Following Chartered Financial Planner, helping clients realise their life and financial plans. Notable nobody in the advice profession
London Money @LondonMoneyFS
7K Followers 668 Following “ I know a good joke when I hear it “ - Paul Merton
jeff prestridge @jeffprestridge
19K Followers 17K Following Consumer focused journalist, runner, lover of film & theatre and live music. Love Ronnie Scott’s. Baggies fan. Contributor to Closeup Culture. Love the Blades.
Dom Spalding @DomSpalding
1K Followers 905 Following Expert Wealth Management, Chartered Financial Planners & Accredited Financial Planning Firm. 2022 PA Adviser Firm of the Year. Instagram @spalders_cyclist
Yellowtail Financial ... @YellowtailFP
5K Followers 1K Following Yellowtail Financial Planning. Since April 2006. The human side of money. The home of The Century Plan podcast 🎧. https://t.co/BYaIfG88JE
Phil Bray @philbray73
4K Followers 3K Following Founder @yardstickagency posting hints and tips to help financial advisers, planners, and service providers improve their marketing.
Martin Bamford @martinbamford
11K Followers 1K Following Photographer in the Surrey Hills (portraits, events, brands) 📸 Knowle Park Trust chairman 🌳 Cranleigh parkrun ED 🏃♂️
Dan Haylett @danhaylett
2K Followers 2K Following 🥇Retirement Coach |🎙Host of The Humans vs Retirement Podcast | 📹 YouTuber | 📈 Financial Planner
Steve Martin @stevemartincfp
3K Followers 883 Following CEO @smartfinancial (Uk and international) @changefuturepro @fptrainingacad. Master coach. Chat boxing @rangersfc & financial stuff Fundraising @cfwarriors
David Crozier @davidcroziercfp
3K Followers 2K Following Financial planner, sailor, fisherman, reader, photographer, volunteer, lover of Jesus
Simoney Kyriakou 🇨... @MoorgateMermaid
10K Followers 3K Following Senior Editor of FT trade title @FTAdviser. Also: author, public speaker, possibly funny. Leftist softy. God-botherer. Cat-stroker. All views my own. 🇨🇦 🇬🇧
Prestwood Truth @PrestwoodTruth
2K Followers 318 Following Provider of UK's market-leading Financial Planning software. Comprehensive lifelong cash flow modelling. Unrivalled support & service since 1984. #smartTruth
David Hearne, CFP™ @dontdelay
8K Followers 5K Following Certified Financial Planner. Independent Financial Adviser. Specialising in Retirement Planning, Investment Management and Estate Planning. Posts are not advice
Matt Aitchison @matt_aitchison
864 Followers 740 Following Financial planner and business owner; I help people align their money with the life they want to live. Husband, father of 4 girls, runner & golfer.
Plannr CRM @plannrcrm
764 Followers 432 Following Your CRM made beautifully simple. We're building what advisers want from a modern back office solution.
DD|Hub @DDHub_
74 Followers 58 Following The intelligent & efficient way of handling discretionary investment manager due diligence. Instant online access to DDQ responses for advisers and managers.
Access Financial Serv... @AccessFSLTD
38 Followers 23 Following We are a group of experienced, industry-leading finance experts. We put our customers first no matter what & obtain deals that can’t be found on the high street
Wealth Wizards @wealthwizards
1K Followers 1K Following Wealth Wizards helps financial advisers deliver regulated, hybrid financial guidance and advice to more clients with 100% compliance.
AdviserSoftware.com @advisersoftware
271 Followers 514 Following All you need to know about software for financial advisers, in one place. An unparalleled level of analysis & information on getting the best from #AdviserTech
FINTECH GLOBAL @Fintech_Global
4K Followers 1K Following FinTech Global is the world’s leading provider of FinTech information services, B2B media products and events. Subscribe for free research: https://t.co/1S9vGTynIo
Adam Flowers @AdviserTechAF
436 Followers 1K Following Research Consultant at @f_trc #AdviserTech, #WealthTech & #Fintech @advisersoftware - All you need to know about software for financial advisers, in one place.
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.
Money Alive @MoneyAliveLtd
457 Followers 963 Following Money Alive Office - helping advisers ACE Consumer Understanding. Video Canvas - Personalised & interactive video experiences for members, clients & customers.
Origo_Services @Origo_Services
2K Followers 2K Following We are dedicated to connecting the financial services marketplace by boosting efficiencies, performance and financial outcomes. Parent company of Unipass.
Robert Dimbleby @TheFinanceDadUK
155 Followers 76 Following Dad, paraplanner and general nice guy (even if I do say so myself)
Alan Easter @NotThatGrumpy
2K Followers 781 Following Subject matter Expert via 2ndWeek. Board Trustee at @stwilfridschi
Financial Advice Asso... @FAAA_Au
6K Followers 766 Following Australia's leading professional community of financial advisers and planners.
Nucleus Financial @nucleuswrap
7K Followers 2K Following Nucleus combines the capabilities of James Hay Online and Nucleus Wrap, with the goal of making retirement more rewarding.
Andre Costa ⚡ @nogdacosta
745 Followers 2K Following Building something new | Former CEO and Co-founder @advicefront (acq by @FNZ_Group)
The CISI @CISI
10K Followers 2K Following The official channel for the CISI, the global professional body of choice for financial services professionals. #CISIexam #CISICPD
Tenet @TenetGroupUK
2K Followers 278 Following The UK’s largest independent financial adviser network, providing award-winning services and support to hundreds of AR & DA firms across the UK.
Verve @GroupVerve
1K Followers 1K Following Need some help starting, scaling or elevating your advice firm? Then you've come to the right place.
The Art of Finance @ArtofFinanceUK
858 Followers 1K Following A practical training solution designed for those looking to develop a career in #FinancialServices. Make your career your masterpiece. #ColourfulCareers
Paul Robertson @Paul_robo
694 Followers 5K Following Chartered Financial Planner, Fellow of the Personal Finance Society, Mental Health Advocate and Squash Fan. 🌎🌬🔥💧❤️🎵✌️🍏
Elen Financial Softwa... @elensoftware
595 Followers 2K Following We've built the best back office system on the market for financial advisers, financial planners and paraplanners. ✍️ Start your 30 day FREE trial today!
TFA @TFAadvisers
219 Followers 374 Following Independent Financial & Mortgage Advisers. TFA, is a trading style of Tom French & Associates Ltd. Authorised and regulated by the FCA. FRN 185513
Advicefront @advicefront
810 Followers 536 Following Get your clients started in hours, not weeks. Allow yourself more time to engage with clients and build your business — paper and hassle-free #AdviceTech
Financial Ombudsman S... @financialombuds
29K Followers 3K Following We’re the UK’s official expert in resolving complaints between financial businesses & their customers. Phone lines open 8am to 5pm weekdays.
Financial Conduct Aut... @TheFCA
73K Followers 348 Following We regulate financial services firms and markets in the UK, setting standards for firms to meet and holding them to account. @FCACymru
Paradigm Mortgage Ser... @Paradigm_Mtgs
3K Followers 2K Following Award-winning Mortgage Club. Unique, transparent profit share & personalised approach. We're here & happy to help on 03300 536061!
Paradigm Protect @ParadigmProtect
1K Followers 1K Following The market-leading protection proposition from Paradigm; enhanced commission terms, regular CPD events & extensive marketing support! Mortgages: @Paradigm_Mtgs
B-Compliant @b_compliant
383 Followers 601 Following Making quality compliance affordable | Expert compliance support services for financial professionals in the UK
Trustnet @FETrustnet
6K Followers 932 Following Trustnet is UK’s leading source of fund information and research.
TCC @TCCTweeting
377 Followers 97 Following At TCC we help FCA-regulated businesses connect the dots between culture, compliance and commercial success. With us, compliance doesn’t need to be complicated.
AFH Wealth Management @afhwealth
2K Followers 2K Following Over 35 years of experience and more than 200 advisers nationwide. AFH Wealth Management is one of the UK’s leading independent wealth management firms.
Navigatus @Navigatus1
306 Followers 282 Following Chartered financial planner. Outsourced paraplanner. Supporter of women in financial services. Business owner. Working mother. Podcast addict.
Apricity Compliance @ApricityComply
837 Followers 786 Following There's nothing here! We're now @GroupVerve head on over there to be a part of our con-VERVE-sation 👋🏼
Model Office-MO®️ @modelofficeuk
322 Followers 795 Following Meet MO®️award winning #AI #RegTech Empowering Financial Service Firms #AML #KYC #MIFIDII #SMCR #ESG #consumerduty & much more https://t.co/t5M7e7FrlQ
Austin Mason @Austin_Mason
527 Followers 813 Following Lover of all things Ruby, Rails, Elixir and running. #AbsAndMurder #theodinproject
Intelliflo Developer @IntellifloDev
87 Followers 85 Following Helping you build better tools and products for the financial services industry, through OpenAPIs and interconnected systems.
Jonny Stubbs @parawhat
699 Followers 1K Following Director of Risk at LIFT-Financial Group. Chartered Financial Planner.
Minister for Good Sen... @Sean_Fernyhough
711 Followers 982 Following Parent & grandparent. Woke. Shrewsbury Town supporter. SAAB 900 owner. Novice gardener and cook. BDS https://t.co/mw1Y5qanC6…
Mike Morrison @AJBellMike
2K Followers 938 Following Pensions , retirement , platforms and music, sport and stuff! All views expressed are my own and not necessarily those of AJ Bell. LLM in European Law
Adviser Cloud @AdviserCloud
1K Followers 3K Following Intuitive & simple IFA back office software that helps firms to reduce costs, increase efficiency & provide an exceptional client experience. #ifasoftware #CRM,
Cedar Wallis @cedarwallis
234 Followers 637 Following Outsourced Paraplanning, Administration and Data Gathering Firm. Allowing Financial Advisers to spend more time doing what counts. Advising!
Paul Miles @paulmiles77
411 Followers 557 Following Guiding financial adviser firms to help accelerate the growth of their businesses and Ambassador for CSR Accreditation.Karen Malin @thegic
182 Followers 105 Following Financial services compliance, Cretan resort management and learning Greek.
Paradigm Consulting @consult_para
720 Followers 1K Following We're a premier provider of compliance support to the UK's financial services community. Let's talk to discover how we can help shape your business.
Jason Butler @jbthewealthman
5K Followers 200 Following Global financial wellbeing expert, angel investor, author, speaker, FT Columnist. My opinions & comments are not financial advice. Instagram: @jbthewealthman