Codie Smith

Financial Planner at Cooper Parry Wealth

[Cooper Parry Wealth @WealthCP]

💥WANTED: PARAPLANNER MANAGER💥

We’re looking for someone with a true understanding of holistic financial planning and strong technical knowledge. 🙌

https://t.co/7kuHEpnTbJ

#FINANCIALPLANNING #FINANCEJOBS #WEALTHMANAGEMENT #PARAPLANNERMANAGER #PARAPLANNER #MANAGEMENTJOBS

[Cooper Parry Wealth @WealthCP]

Seeing clients achieve the lifestyle they want is what makes us tick. To make this happen, we need to hire and develop the best talent in the industry. 🌟

Find more details here: https://t.co/ssdSX4C9mX

#HIRING #OPPORTUNITY #WEALTHMANAGEMENT #FINANCEJOBS #FINANCIALPLANNER

[Codie Smith @codie_cpw]

Studying during lockdown 3.0 is tough. I thought it would be easier with fewer weekend distractions, less time to be social...

[Brendan Frazier @jbrendanfrazier]

Financial Advisors...

Use this thread to list your best or favorite question you ask in a first meeting.

👇🏽👇🏽

[Martin Lewis @MartinSLewis]

I'm working out this evening's show @itvmlshow pension show content.

Trying to explain how they work, how much & where to save, how you get the money out, how the tax works and more, in 23 mins is proving a challenge!

It's like putting 200 pieces in a 100 piece jigsaw.

[Codie Smith @codie_cpw]

Ouch!!

[nsandi @nsandi]

From 24 November 2020 we’re reducing the interest rates on some of our savings accounts. We’re also reducing the Premium Bonds prize fund rate and odds of winning from the December 2020 prize draw. Find out more: https://t.co/Im3tZ5PLHC

[Andy Hart @MavenAdviser]

US stock market had best quarter in 20 years. Predicted by absolutely no one on planet earth. Skyscrapers crammed with smart, high IQ geniuses. No one knows what the market will do. We now have the same said people giving us their predictions for the second half of 2020 FFS 🤦🏻‍♂️🤦🏻‍♂️

[Codie Smith @codie_cpw]

@stevemartincfp Interesting! Thanks for this Steve, appreciate it 😃

[Codie Smith @codie_cpw]

Do I have anyone on my Twitter network that has completed the CISI CFP Level 7 qualification?

[Codie Smith @codie_cpw]

@stevemartincfp Yes, for the case study. Not a smart move?

[Codie Smith @codie_cpw]

@JBarefoot_IFA @Joe_Froud_IFA @dontdelay @stevemartincfp My understanding too. I’ve started to work through assumptions etc to try lighten the blow!

[Codie Smith @codie_cpw]

@Joe_Froud_IFA Great idea!

[Codie Smith @codie_cpw]

@stevemartincfp Thanks Steve - I had no idea only 2 have it. Are you ok for me to drop you a DM to ask a couple of questions? I’m hoping to sit the exam in September. Thank you

[Codie Smith @codie_cpw]

@DanMorganFP @dontdelay @G4Christina Hi Dan! Thanks for replying. Would you mind if I dropped you a message and asked you a couple of questions? Hoping to sit the exam in September. Thank you

[Marcus Gray LaPorte @MarcusGrayDoor]

Things Covid has proven:

1. The job you were told couldn't be done remotely can be done remotely

2. Many disabled workers could have been working from home, but corporations just didnt want them to.

3. Internet is a utility, not a luxury

4. Universal healthcare is necessary

[Codie Smith @codie_cpw]

We're looking for a Paraplanner here at Cooper Parry Wealth. Anyone interested in joining our award-taking, mould-breaking, bold-decision-making team?!

[Codie Smith @codie_cpw]

@DanAtkinsonUK @CISI Congratulations Dan! Very well appointed 😊

[Snigdha ON BLUESKY @snigskitchen]

I'm not a royalist. I'm not actually necessarily a fan of the Duke and Duchess of Sussex. But one thing I can see is clearly inconsistent treatment of Meghan for identical behaviour as Kate. Which raises the question as to the reason for the difference. A thread...

[Codie Smith @codie_cpw]

@MoneySavingExp Juice!

[Codie Smith @codie_cpw]

HELP REQ'D
I'm writing a blog on "What is a Paraplanner?!" and need some help please Paraplanning Twitter world!

If you could describe a PP in a couple of lines, what would you say? (other than "we're awesome")