Cedar Wallis

Outsourced Paraplanning, Administration and Data Gathering Firm. Allowing Financial Advisers to spend more time doing what counts. Advising!

[Director of Schmooze @LernouxDock]

"Happy GDPR" #GDPRday

[B-Compliant @b_compliant]

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.
https://t.co/DlGBPMer5Q

[Citywire New Model Adviser @NewModelAdviser]

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]. https://t.co/fjL9Fm2aNT

[Cedar Wallis @cedarwallis]

One to keep an eye on https://t.co/DVDUdO1b89

[FT Adviser @FTAdviser]

Ros Altmann: A new scandal is building in pensions https://t.co/suhuKvTG73

[Cedar Wallis @cedarwallis]

Something which is so often neglected! https://t.co/T91fh2PeUq

[Beneficial Trust & Will Co @BTWCLtd]

Conducting client reviews? Have financial circumstances and #assets changed? Does their #Will need updating? Do they need a Will or to consider a #Trust?
We can help you help you clients!
#willwriting #property #funeralplans #advisors #brokers #IFAs

[Cedar Wallis @cedarwallis]

Our new websites now up and running. It's taken a lot of work and we'd love to hear your thoughts.
https://t.co/8Vg7UCXrjm

[Heads Together @heads_together]

🔊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: https://t.co/RSeMNzI2oF.

[Custodian Investment @CustodianPLC]

If insurance existed in Game Of Thrones... #GameOfThrones #WinterIsHere

[Lloyd O'Sullivan FS @LoFinancialS]

37% aged 18 to 65-plus in the dark over ways to grow savings to keep up with rising prices https://t.co/uPS86OzH79 #wealthmanagement

[Aberdeen Adviser UK @AberdeenAdv_UK]

Alastair Black on ‘rules of thumb’ for assessing whether a transfer from DB to DC merits proceeding to advice. https://t.co/3sZw3GSW1J

[InternationalAdviser @IntAdviser]

How to build a successful advice business https://t.co/joutUgtBfd

[Nucleus Financial @nucleuswrap]

Five things you need to do right now to keep your business safe from #cyberattack. https://t.co/eGIx6Y09Nh

[Alyson Roach @bnihampshireuk]

How to Prepare for a Networking Event https://t.co/lZmuUDyFu8 #BusinessNetworking #Hampshire

[Financial Conduct Authority @TheFCA]

Guide: Good cyber security https://t.co/mRgKbHbMdl

[FT Adviser @FTAdviser]

Advisers warned of FCA action on charging https://t.co/5sfbUd8d9y

[Cedar Wallis @cedarwallis]

Why not follow us on LinkedIn as well

https://t.co/LvO0nP8rjG

[Cedar Wallis @cedarwallis]

Do what you do best and outsource the rest - Peter Drucker

[Cedar Wallis @cedarwallis]

Check this out! #Paraplanning #financialplanning https://t.co/mYXVNwxnCb

[Citywire New Model Adviser @NewModelAdviser]

From Waspi to tax relief, Hargreaves Lansdown sets out some Autumn Statement predictions: https://t.co/19WKr9z8zK