A Chartered and Accredited Financial Planning firm which works with successful families preserving and passing on Wealth. Clearly none of this is actual Advice
It’s D -1 at Perceptive Towers
Our ‘10 Years Young’ celebration is tomorrow and we are scarily prepared
With Dr Moira Somers and @tish8515 speaking, and @paulresnik@YellowtailFP @NatalieHNucleus among attendees, it will not be quiet!
Holding it at a Vineyard helps....
Interesting looking event for UK advisors. (Or any US advisors looking for an excuse to go to the UK next month!) The future of financial planning in terms of behavior management, #FinTech, and #ClientExperience.
https://t.co/q5rEjQr1n0 @pfsconf @sharonsutton99
Delighted to be back and talking about our '10 Years Young' event next week. Where did the last 10 years go?
Its being held at the West Street Vineyard https://t.co/Th0VRg7yE7 with 70 clients, friends and partners next Thursday
Really looking forward to this celebration
Financial Planning really is the most helpful profession there is. Pretty much everyone is keen to help those colleagues looking for advice/inspiration/feedback. It’s a privilege to be a part of it.
@SippySlicker @JosephineCumbo If and when it gets hot, we will tell you
As its just about warm and balmy now, there is no need for anything other than just get on and enjoy it
Spoiler Alert: Cold Sundowners are involved
It has been good to have got so much positive feedback from advisers to Paul’s willingness to speak. His thoughts on charging etc are well known and contentious (to some), but if we confine ourselves to the security of an echo chamber, we risk only hearing what we want to hear. https://t.co/YoV85q0Tdv