Purpose Financial Planning (@purposefinplan) 's Twitter Profile
Purpose Financial Planning

@purposefinplan

New(ish, 2023) financial planning firm based in Edinburgh | Proudly serving clients UK-wide | Helping you to get your money working for you |

ID: 1674722723841409024

linkhttp://purposefp.co.uk calendar_today30-06-2023 10:13:47

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Andy Reynolds (@andy___reynolds) 's Twitter Profile Photo
Andy Reynolds
@andy___reynolds

3 years ago

Favourite client story/outcome? Nothing to do with clever advice or planning for me, just simple admin! We once helped a client find an old pension worth around £85k he had never been able to track down, simply by using the Pensions Tracing Service. purposefp.co.uk/blog/thelostpe…

Hayley Rabbets (She/Her) (@hayley_rabbets) 's Twitter Profile Photo
Hayley Rabbets (She/Her)
@hayley_rabbets

3 years ago

Aww some lovely words here from Andy Reynolds at Purpose Financial Planning 💜 If you're looking to open up a new firm, or if you're recently taken the plunge, The Adviser Incubator is here to offer a supportive community & help you start out on the right foot (or left if you prefer 👣)