Daniel Williams

Financial Adviser & Financial Educator. School Governor. @YorksAmbulance Community First Responder

[Daniel Williams @IFA_Dan]

Yesterday in Parliament was humbling. Hearing how failures across the whole financial system.. banks, institutions, regulators have shattered lives hit hard. Financial services can change lives, but only if we put people first. We must do better. @appgonifandffs

[Martin Lewis @MartinSLewis]

Many people talking about 'losing' money in investments because of the market turmoil.

Worth remembering the two prices that really count (barring dividend payments) are the price at which you buy and the price at which you sell.

Fluctuations happen in the stock market, in fact that's what it's built on. They need to be accepted. Investing is about risk.

Risk shouldn't be seen as a bad thing, it actually means 'variation' that there are a wide range of possible outcomes, so BIGGER gains if it does well, BIGGER losses if it does badly.

For most though if you picked a good investment and the fundamentals are sound, then hopefully over the longer term you will sell it for far more than you bought it for.

The big problem is for those who for life reasons need to sell when prices are down, as they crystallise the loss.

If you have a financial advisor, speak to them. If not then try not to panic react.

[Personal Finance Society @pfsconf]

The PFS Board are seeking applications for a new Member Director to join our existing Member Directors in holding the PFS Board to the task and guiding the personal finance profession towards higher levels of professionalism.

Find out more: https://t.co/FlQrReHJYe

[Daniel Williams @IFA_Dan]

Always a pleasure to catch up with Lee. He is far too kind in his words, it's great to be part of the community. Join & tune in.

[@octomembers @octomembers]

New on Octo: in the latest interview in our ongoing Adviser Insight series @leerobertson64 chats to @IFA_Dan on financial planning, the PFS, and his hopes for the profession.

[Personal Finance Society @pfsconf]

The Personal Finance Society’s 2024 Annual General Meeting will be taking place on Monday 11 November at 4:30pm.
PFS Members can attend in person or virtually.

To find out more, and to review our Annual Report and financial statements, visit: https://t.co/x6Ry6vvWoM

[Martin Lewis @MartinSLewis]

Are you age 40ish to 73? This is a v important listen. There's an Apr 25 deadline that if u miss it means u lose the chance to top up 13yrs of National Insurance (possibly missing £10,000s), yet it takes time, so u need-know NOW if u should start

Pls share with anyone impacted

[Alan Smith @AlanJLSmith]

I’ve been in business for over 20 years, so apparently am now considered a veteran! 😊

I often receive emails and DMs from young entrepreneurs and financial planners asking to ‘pick my brain’.

So I made a list of things to think about.

Hope it helps… 🧵👇🏻

[Daniel Williams @IFA_Dan]

@93_smithereens @Vanguard_Group That's what being on TV does to you... where can I get an autograph? 😂🔥

[Personal Finance Society @pfsconf]

There are only 2 days left to submit your entry for this year's Personal Finance Awards.

Find out more and submit your entry here: https://t.co/sJ59RY77Ir

[Personal Finance Society @pfsconf]

Our first #pfsxchange event of the summer series is underway in the beautiful surroundings of the Kingfisher Country Estate, just outside Belfast.

There is still time to register for your free place to join us in Bristol, Durham, Leicester or Epsom: https://t.co/Bg6NBtPVXK

[Personal Finance Society @pfsconf]

Introducing our National Conference 2024, taking place at Manchester Central on Tuesday 12 November. Save the date now and look forward to 5 theatres, 4 hours’ CPD and 20+ great sessions of content.

Head over to https://t.co/cDRQVxYWip to find out more & book today.

#pfsrewired

[Personal Finance Society @pfsconf]

The PFS and CII have announced the appointment of three new Directors to the PFS Board, including a new Independent Chair. Piers White MBE, Debbie Mitchell and Mike Crane officially join the PFS Board from 1 June.

Find out more: https://t.co/wiGEDfAGtj

[Daniel Williams @IFA_Dan]

@nextgenplannrs 😂😂😂🫡

[Personal Finance Society @pfsconf]

This coming half-term why not encourage a young person you know to explore the world of financial planning?

Our Virtual Work Experience Programme with Springpod is available on-demand.

Find out more here: https://t.co/kVS2y3C5qr

https://t.co/orqGLdAtAd

[Daniel Williams @IFA_Dan]

Realtime AI assistant...

[Min Choi @minchoi]

Whoa, Microsoft just announced CoPilot + PC

It's not just AI chat app, it's your AI assistant in real-time.

5 wild features:

1. Help you with games in real-time
https://t.co/xagarAEYjR

[Personal Finance Society @pfsconf]

Today, Ben Peele, Managing Director of Portfolio Metrix, will host a CPD session on Insourcing, covering the benefits for clients and firms, as well as operational considerations.

Find out more here: https://t.co/PRKVAR4XBw

[Personal Finance Society @pfsconf]

Now it’s time for lunch and an opportunity for delegates to network.

#pfsparaplanning

[Personal Finance Society @pfsconf]

In the first session after the break, Callum Drage takes delegates ‘Back to the future’ focusing on the future themes that affect paraplanners and their clients.

#pfsparaplanning

[Daniel Williams @IFA_Dan]

A fantastic Keynote @AmiraNorris - talking about the adaptability of business and embracing change.

I also remember going to our local Blockbuster on a Friday night with my Dad & Sisters. Very happy memories.

#pfspp #BusinessGrowth #businesstips #change @pfsconf

[Daniel Williams @IFA_Dan]

Here at the @pfsconf
Paraplanning Conference. Starting with a welcome from Don & Keynote from @AmiraNorris #pfspp #Paraplanning