Tom Hatley

Financial Planner and Director of Otley BID. Helping you along life’s financial journey

[Tom Hatley @tomhatley]

@philbray73 @yardstickagency @FTAdviser Congratulations 🙌

[Tom Hatley @tomhatley]

@AlexandreRiley Based on our fixed fee approach the client pays no initial fee and there is no change to fixed fee for ongoing advice either. Simple

[Tom Hatley @tomhatley]

@philbray73 @stevemartincfp Makes sense to me. I’ll often double check aspects of our advice with the clients accountant/solicitor before implementation. It adds value and clients really appreciate their professional advisers working together.

[Tom Hatley @tomhatley]

Good luck to everyone shortlisted!

[Professional Adviser @Profadviser]

Tonight's the night! 🎉🥂

We are looking forward to seeing our finalists at the 2024 Professional Adviser Awards tonight - good luck everyone!

Watch this space for live winners' announcements throughout the night.

View the shortlist here: https://t.co/TXRhmy7XPh

#PAAwards2024

[Tom Hatley @tomhatley]

@wharfeobserver LCC should focus their attention on the civic centre if they are really concerned about the appearance of Otley

[Tom Hatley @tomhatley]

@ovationchris I wouldn’t worry, they will be in touch to cancel and rearrange the appointment two weeks before it’s due

[Tom Hatley @tomhatley]

@OtleyBID @OtleyCouncil @OtleyPubClub @CourtyardPlante @BondgateBakery @WoolpackStudios @therookeryotley 🥳 Time to start implanting the plans for the next 5 years

[Tom Hatley @tomhatley]

@philbray73 Without knowing the client situation how would an adviser know what the fee would be? Likewise, it would be difficult for a client to calculate the fee from a website as they won’t know the work required. Therefore forcing publication of fees isn’t a good idea IMO.

[Tom Hatley @tomhatley]

@philbray73 @GroupVerve Brilliant, congratulations Phil

[Tom Hatley @tomhatley]

Now this is how you announce a competition winner https://t.co/17vFChhQ8H

[Tom Hatley @tomhatley]

@BOXERMAXIHUGHES You clearly won that fight. After years of watching Mayweather you would think the American judges know a boxer when the see one.

[Tom Hatley @tomhatley]

@philbray73 They have cafes in gyms now?

[Tom Hatley @tomhatley]

@philbray73 Time - we are being asked to do more by compliance/regulators as well as running a business and most importantly spending time with our clients! There are only so many hours in a day.

[Tom Hatley @tomhatley]

Reminds you why in person get together a are still so important. Some great feedback and conversations afterwards #next5years

[OtleyBID @OtleyBID]

The #Otley BID AGM has kicked off! Thanks to everyone who joined us. If you didn’t manage to come along but have a question, please email us at [email protected]

[Tom Hatley @tomhatley]

We are hiring and at the Otley Show on Saturday if you want to pop by and say hello

[Christopher Little & Co. @clittlefa]

We are looking for an apprentice to join our team.

If you or someone you know would be interested follow the link below:

https://t.co/lgTzlIzEeU

[OtleyBID @OtleyBID]

Invitations are going out to all #Otley businesses from today for our AGM - Wed 24 May at The Rookery - 7pm.

We will also be presenting our plans for the next 5 years & giving details as to how the voting process will works in Oct '23.

RSVP here - https://t.co/ehK3J1LBDJ

[Tom Hatley @tomhatley]

I’ve been out and about delivering invitations for the @OtleyBID AGM and Business Plan launch today.
Hope some businesses can make it so I’m not tempted to eat all the food.

[Tom Hatley @tomhatley]

Woohoo Top Rated Advisers as featured in @thetimes @VouchedFor guide. Thanks to our great team and wonderful clients! #financialplanning

[Tom Hatley @tomhatley]

@philbray73 7. Always make sure there is someone in the office that knows how to work the scanner Really good points @philbray73

[Tom Hatley @tomhatley]

It will be 5 years on the bounce this Saturday that my wonderful clients have supported my endeavour to be a @VouchedFor Top Rated Adviser. This year is extra special,read @thetimes on Saturday to find out why!