Dan Galbally

IFA business support for the forward thinking IFA, offering an invaluable time saving solution allowing the IFA to spend more time providing advice.

[Dan Galbally @adviserHUB]

Its a new year... How about trying a new way of working!? Outsourcing to us might really work for you... more here https://t.co/SK43xDb9OU

[Dan Galbally @adviserHUB]

Yes this is still happening in 2023… fax?

[Dan Galbally @adviserHUB]

Market leading (I think)… https://t.co/ASVxIl3dMt… #nsi

[Dan Galbally @adviserHUB]

We are seeking to expand the team and recruiting for a #Paraplanner. If you have #Paraplanning experience, preferably with level 4 or very nearly there, please do get in touch with me.
Thanks

[Dan Galbally @adviserHUB]

We are seeking to expand the team and recruiting for a #Paraplanner. If you have #Paraplanning experience, preferably with level 4 or very nearly there, please do get in touch with me.
Thanks

[Dan Galbally @adviserHUB]

Anyone else had any Consumer Duty related emails this week!? Seems every provider is sending them out this week! 😳

[SWidowsAdviser @SWidowsAdviser]

This improved Salary Dividend and Pension tool shows the potential tax position for owner-managed companies receiving a combination of salary, dividends, and employer pension. Read more on this topic in our article.

[Dan Galbally @adviserHUB]

We would suggest that any client who holds some form of pension protection (FP16 etc), refrains from paying into a pension until the new LTA changes achieve Royal Assent in July ‘23…

[Dan Galbally @adviserHUB]

Always glad to help out a provider by telling them their website has incorrect figures! Nest had +9% returns for 2022! 😳

[Dan Galbally @adviserHUB]

Wow! AA and LTA… @adviserHUB awaits the finer details before getting too excited!

[Dan Galbally @adviserHUB]

@fionasharp 😳

[Dan Galbally @adviserHUB]

@nestpensions sorry to highlight this, but I can’t believe that these Nest funds all returned a positive performance in the year to 31st December 2022? If true, I’d love to know how please? I think someone has missed a minus in front of the figures - surely?

[Dan Galbally @adviserHUB]

Tax Year End is fast approaching (you already know that of course ;-), but this is a friendly reminder to get your work requests into our team sooner rather than later, so we can ensure timely delivery of your report and application pack. Thanks 😊

[Dan Galbally @adviserHUB]

My pet insurance premium:
2018 £24
2019 £29
2020 £37
2021 £43
2022 £49
2023 £64
We love our pets, and a lot of people pay this, but should we at the expense of not covering ourselves properly? £64 would buy me Life&CIC of c£130k for 20 years…

[Dan Galbally @adviserHUB]

By the way… we also assist financial planners with admin support, newsletter design, business resilience support, CIP/CRP support, website design & a bit more 😉

[Dan Galbally @adviserHUB]

Our newest member of the team (David) is now up and running and we have good capacity to take on new clients, so if you’re thinking of trying outsourced paraplanning, then maybe give TASH a try! #tryityoumightlikeit #paraplanning #outsourcing

[Dan Galbally @adviserHUB]

It’s here! The most anticipated chart of each year! @7IM_Updates @7IM_PressOffice We like to use this with our reports and I know many advisers who use it with their clients

[Dan Galbally @adviserHUB]

We waited a while for the right hire to come along, but this week we’ve welcomed David Halloran to our team as a highly experienced Senior Paraplanner,