Perceptive Planning

A Chartered and Accredited Financial Planning firm which works with successful families preserving and passing on Wealth. Clearly none of this is actual Advice

[Perceptive Planning @perceptiveplan]

@Winbeebee @PhilBillingham @HerrGorn @TheLarderat36 @spiritsbusiness @GuyMcDonald @FionaMcDonaldSA @lynne_botha @PinotageSA @HTimber Wow Winnie - joining you sounds like fun of a lifetime.
Would love to see you.
We are currently joyriding through amazing Europe (as always) but please come stay with us when we are back - great wine bar close by (enough said!)

[Perceptive Planning @perceptiveplan]

@_DiningCar @clivewaller @PhilBillingham @alexfenlon @unsereOEBB @NachtzugClub @BackOnTrackEU @ouiautraindnuit Bar with a view!
Carpathian Mountains and Warsteiner - I am a convert to Dining Cars and can see this being a lifelong joy!

[Perceptive Planning @perceptiveplan]

@_DiningCar @clivewaller @PhilBillingham @alexfenlon @unsereOEBB @NachtzugClub @BackOnTrackEU @ouiautraindnuit Thx for the pic - I hope so too!

On the night train from Chișinău to Bucharest & loving it - 1st night train.
So next night train to Vienna is going to be fun.
Happy to share info/pics re train to Vienna
1st visit to Vienna so I am looking forward to meeting your hometown!

[Perceptive Planning @perceptiveplan]

@_DiningCar @alexfenlon @unsereOEBB @NachtzugClub @BackOnTrackEU @ouiautraindnuit @PhilBillingham Thanks for the quick response - really helpful.
Will make sure I have € or Leu so waiting in the bar will not be a hardship! So will try that….

[Perceptive Planning @perceptiveplan]

@_DiningCar @alexfenlon @unsereOEBB @NachtzugClub @BackOnTrackEU @ouiautraindnuit Hi - on Bucharest to Vienna night train on Thursday night. Do you happen to know if we need to book a table in the dining car please? If so, what’s the best way - any guidance gratefully received. @PhilBillingham

[Perceptive Planning @perceptiveplan]

Wealth report glosses over South Africa’s growing wealth gap https://t.co/76iSrrNzyn

[Paul Resnik @paulresnik]

The mood was good, food was better, and presentations great, Moira Somers' outstanding. Fine birthday at @perceptiveplan

[Phil Billingham @PhilBillingham]

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....

[Phil Billingham @PhilBillingham]

I ran out of room to mention @clivewaller @BobFFreeman @uniquity_co as well as many others

Going to be fun!

[MichaelKitces @MichaelKitces]

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

[Perceptive Planning @perceptiveplan]

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

[Pete Matthew @PeteMatthew]

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.

[Perceptive Planning @perceptiveplan]

Help Alex Beat MS with Chemo/HSCT https://t.co/5pdYIvZJBf

[Perceptive Planning @perceptiveplan]

In case you missed it....

https://t.co/PfXtUhQsJj

[Perceptive Planning @perceptiveplan]

@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

[Daniel Dale @ddale8]

The president says that a company's sales dropped in 2017 because its customers were unhappy with a move it announced in 2018.

[Pension Debate @PensionDebate]

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

[David McCabe @David_FivePoint]

Well done Al @RAF_IFA - well deserved! https://t.co/cdM8PhCKKY

[Perceptive Planning @perceptiveplan]

I'm going to "The Great Pension Debate II.". See you there? https://t.co/xs6zsi1j9E via @EventbriteUK

[Perceptive Planning @perceptiveplan]

I'm going to "The Great Pension Debate II.". See you there? https://t.co/xs6zsi1j9E via @EventbriteUK