Patrick Norwood

Researching and rating #funds and fund managers at Defaqto. Also risk mapping funds. #FundManagement

[Defaqto Adviser @DefaqtoAdviser]

Join us for a Defaqto Engage virtual session on 'Product and Platform Switching (PPS) and The Consumer Duty', with Roger Perry and Defaqto CTO Paul Dagley-Morris, this Friday 14th July at 10am. Register here: https://t.co/HUF3BEHElE

[Defaqto @Defaqto]

Insight Consultant, Anna-Marie Duthie comments in The Journal this week on new insurance providers entering the market following Brexit. Read the full article here: https://t.co/4lYItfaUJM
#travelinsurance

[Defaqto Adviser @DefaqtoAdviser]

Many UK workplace pension funds have implemented sustainable/ESG investing over the last few years. But what is ESG investing and what has Nest - National Employment Savings Trust been doing in this area? Download the new case study to find out more: https://t.co/OQbDDNP09I

[Defaqto Adviser @DefaqtoAdviser]

We are back on the road 🚌🛣️.
Today we had Claire Trott from Technical Connection Limited talking about the latest changes in the March 2023 budget.
You can still book for the remaining sessions this week here: https://t.co/lbhE4Pp2DS
#wealth #inflation #ifa #financialadvice

[Defaqto @Defaqto]

Katie Brain, Defaqto's resident consumer banking expert, speaks to @TheMoneyPages about what higher interest rates mean for savers. 📈💷
https://t.co/Etcydfk4Se
#interestrates #savings

[Defaqto Adviser @DefaqtoAdviser]

Our Investment bond service review is now live
The survey measured the relative importance of seven satisfaction categories & identified the advisers’ preferred providers of onshore & international investment bonds
Learn more 👉 https://t.co/H0EdX44xCF
#investment #service #IFAs

[Defaqto Adviser @DefaqtoAdviser]

Join us on our roadshow this May. We are visiting Birmingham, Barnsley, and Crewe.
We'll be talking about Wealth, specifically the preservation and growth challenges of 2023.
https://t.co/Iqg3Mh22Sx
#roadshow #wealth #inflation #ifa #financialadvice

[Defaqto Adviser @DefaqtoAdviser]

The 2023 Platform service review is now live.
Download here and see how your experience compares to that of your peers
👉 https://t.co/pvpbsuqPIZ
#platform #advisers #IFAs #service

[Defaqto Adviser @DefaqtoAdviser]

The 2023 Pension service survey is now live.
Download the full pension service review now to see how your experience compares to that of your peers.
Learn more 👉https://t.co/BHpwzLNMk5
#pension #survey #ifa #financialadvice

[Defaqto Adviser @DefaqtoAdviser]

The 2023 DFM satisfaction study is now live
The survey measured how satisfied advisers are with their preferred DFM providers, and identified where expectations were being met by cross-matching ranked importance to ranked satisfaction.
https://t.co/L4RQx6Rg0j
#DFM #advisers #IFA

[Defaqto @Defaqto]

Our banking expert, Katie Brain spoke with Which? about the essential things you need to know about balance transfer credit cards.
https://t.co/8xM3EgYt7m
#creditcards #balancetransfer #consumerbanking

[Defaqto Adviser @DefaqtoAdviser]

Defaqto 2023 Ratings are now live. As the UK's most trusted source of expert financial product ratings, we provide unbiased intelligence that helps you make smarter financial decisions
View at https://t.co/ukSZlmfyGT
#Investments #StarRatings #ServiceRatings #DiamondRatings

[Defaqto Adviser @DefaqtoAdviser]

Our new Cashflow Modelling module is the first of its kind to work as a part of Engage: the end-to-end financial planning tool, providing advisers with a consistent methodology throughout the advice process.
Find out more 👉https://t.co/jvCqlSL0vh
#cashflowmodelling #ifa

[Defaqto Adviser @DefaqtoAdviser]

Join Waverton Investment Management, Quilter Wealth, Parmenion, Momentum Global Investment Management & Defaqto this February and hear about the latest developments in the world of DFM
https://t.co/sYTW00DFO2
*These events are exclusive to authorised investment advisers only

[Defaqto Adviser @DefaqtoAdviser]

Our first Engage virtual of 2023 is taking place next week.
It will include a panel discussion on Consumer Duty with Roger Perry from Defaqto, Karl Dines and Paul Bruns from SimplyBiz Compliance.
Book your space here 👉 https://t.co/0EwLj2UpHD
#theconsumerduty #engage #ifa

[Defaqto Adviser @DefaqtoAdviser]

📣 CASHFLOW MODELLING MODULE NOW AVAILABLE IN ENGAGE
Advisers using Engage will benefit from cashflow modelling seamlessly embedded into their advice process without rekeying. Find out more or book a demo here 👉 https://t.co/B7tPjXRgsS
#cashflowmodelling #ifa #financialadvice

[Defaqto @Defaqto]

Our consumer banking expert at Katie Brain, talks to Your Money about green mortgages. 🏠🍃
Here’s what you need to know👉 https://t.co/ICOzTSbO7Y
#greenmortgage #mortgage #housebuying #homeowners

[Defaqto Adviser @DefaqtoAdviser]

Help your clients reach their goals with the UK’s leading financial planning software
We will take a look at how Engage supports you with The Consumer Duty; there will also be a demo of the new Cashflow Modelling tool
👉https://t.co/bos4l5enoT
#theconsumerduty #cashflowmodelling

[Defaqto Adviser @DefaqtoAdviser]

Well done to all our Santa runners and walkers yesterday.
#staffevents #teambuilding #santarun

[Defaqto Adviser @DefaqtoAdviser]

There is still time to register for the last Engage session for 2022 and see a demo of the new Cashflow Modelling tool.
Book your space here 👉https://t.co/wZOHtwg9qf
#engage #ifa #financialadvice #cashflowmodelling