Perceptive Planning
@perceptiveplan
A Chartered and Accredited Financial Planning firm which works with successful families preserving and passing on Wealth. Clearly none of this is actual Advice
ID: 3362699979
http://www.perceptiveplanning.co.uk 06-07-2015 17:24:53
717 Tweet
320 Followers
300 Following
I'm going to "The Great Pension Debate II.". See you there? eventbrite.com/e/the-great-pe… via Eventbrite UK
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. x.com/pensiondebate/…
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. pfspower.org/event Personal Finance Society @sharonsutton99
It’s D -1 at Perceptive Towers Our ‘10 Years Young’ celebration is tomorrow and we are scarily prepared With Dr Moira Somers and tish hanifan speaking, and Paul Resnik Yellowtail Financial Planning @NatalieHNucleus among attendees, it will not be quiet! Holding it at a Vineyard helps....
I ran out of room to mention clive waller Bob Freeman @uniquity_co as well as many others Going to be fun!
The mood was good, food was better, and presentations great, Moira Somers' outstanding. Fine birthday at Perceptive Planning
john lappin We do it’s called a valuation/review service. Most clients have 24/7 online valuation from their platforms. It’s their money after all