Head of Intermediary Relationships at NS&I - the primary contact in NS&I for the financial advice industry. Music and travel fanatic too! (All views are my own)
Stop searching for the missing piece in your clients’ portfolio. NS&I's new online service allows you to view all of your clients’ NS&I holdings in one place.
Register now: https://t.co/ZFeLhhH7oU
@nsandi is a financial planning corporate supporter of the CISI
Take a shortcut, view your clients’ @nsandi holdings online. Find out how by watching our CISI TV interview here: https://t.co/djma9GwJwA
NS&I is a financial planning corporate supporter of the CISI.
@domjoly@boxerrebellion THE most underrated band I’ve heard. Why they are not huge is a complete mystery to me. Union has to be up there with the best albums since the millennium
Back in March, just before all the impact of Covid-19 kicked in, I took part in a video panel interview with the CISI about the importance of cash in holistic financial planning @CISI https://t.co/oSeHwJowEV
@easyJet how can a refund request completed online take 7 weeks to process? Your call centre & email have also been turned off, so you can’t be contacted. Yet you do manage to get promotional messages out there regarding booking future flights. This reflects poorly on your brand!
Our Intermediary Relationships team are exhibiting in Harrogate today @_moneymarketing Interactive. Visitors to our stand can find out about how our new online service is helping financial advice firms. #MMInteractive https://t.co/1B16zZoSh7
If you’re a financial advice firm and like our new online service, please vote for us in the Financial Adviser Service Awards 2019. Voting closes this Friday https://t.co/XtiQVjDuV7
Another excellent Meeting Of Minds event yesterday. I hosted a round table discussion on how to maintain client trust and reputation, with good participation from all those in attendance. Thanks to the Owen James team for putting on another successful event
Looking forward to tonight’s event. We’re sponsoring the ‘Small Advice Firm Of The Year’ award. A very strong field of firms up for this award. Good luck to all of them
I was recently interviewed by @IFAMagazine for their July edition out this week, where I talk about our revolutionary new online service for financial advice firms... https://t.co/RutrJTGdvn
#ifamagazine#financialadviser#paraplanner
Our Intermediary Relationships Team is travelling again this summer, first stop: Stratford-Upon-Avon. The team are meeting paraplanners and other industry professionals at the Chartered Institute for Securities & Investment conference today #ParaConf19
NS&I has launched a new online service for financial advice firms. Firms now have secure online access to information on their clients’ @nsandi holdings via a purpose built portal. Read the full press release here: https://t.co/hFOeA9BZpg #SOLLAadvice
@gavmackinnon Sorry Gav, only just seen this - didn’t receive a notification for some strange reason, and don’t use Twitter on a daily basis. Please could you email me at [email protected] with the details as I will need to forward the issues highlighted to our operations team. Thanks
Really pleased to see this service launched, as I know it will make the lives of financial advisers, planners and paraplanners so much easier when they deal with us. A new era beckons in our relationship with the advice industry...
We've launched a new online service for financial advice firms so that financial advisers, paraplanners and their colleagues can now access information on their clients’ NS&I holdings via our new secure online service for the first time. https://t.co/uafRXZHE5Z
Our Head of Intermediary Relationships, @andrewpike100, was speaking at the @pfsconf's Purely Paraplanning event in Telford, ahead of trips across the UK as part of the #pfspurley series. Check out our dedicated website for #FinancialAdvisers: https://t.co/g12wYGzjsA