Elen Financial Software
@elensoftware
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http://www.elen.co 08-11-2018 09:32:05
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FTAdviser
@ftadviser
Tweets from the editorial team behind the multi-award-winning website - covering everything that's relevant to UK financial advisers and their wider market.
Carl Richards
@behaviorgap
Pay attention to money and your relationship with it will change.
MichaelKitces
@michaelkitces
One nerd’s perspective on the financial planning world… CFP, #LifelongLearner, Entrepreneur-In-Denial, Advisor #FinTech, & publisher of the Nerd’s Eye View blog
Phil Telpner
@ptelp
Father Husband Owner Breakout Private Wealth. Helping Gen X families make work optional. Aging Meathead- Average Hockey player. Tweets are personal not advice.
Laura Suter
@laurasuter
Head of personal finance at AJ Bell. Speaker/podcast host/commentator. Former Telegraph investment editor. Big fan of a holiday. [email protected]
Andy Hart
@mavenadviser
Ensuring my clients never make another financial mistake. Financial Adviser @ MavenAdviser.com. Host #MavenMoneyPodcast & humansundermanagement.com TRAPodcast
Craig Iskowitz
@craigiskowitz
CEO of Ezra Group - Technology Strategy Consulting firm, Publisher of the WealthTech Today Blog & Podcast
Diana Cabrices
@dianacabrices
chief evangelist • growth educator to FAs • keynote speaker • proudly reppin @wealthtender @trustandwill • community @theadvisorgc
Marci Bair, CFP®
@marcibair
President @BairFinancial Independent CFP®, #Investing with #ESG #SRI factors. Securities offered through LPL Financial, Member SIPC sipc.org
Vanessa Booth
@vanessabooth
Communications Manager
Money Marketing
@_moneymarketing
The leading magazine and website for financial advisers. Pensions, investments and more 💰 Sign up at: moneymarketing.co.uk
Jared Defore, CFP®, CPA/PFS
@jareddefore
Personal Finance | Sports | Family Tweets = opinions, not advice
Sriram PUSARLA
@srirampusarla
Public accountant, sports lover, avid political follower and seeker of truth.
David Hearne, CFP™
@dontdelay
Certified Financial Planner. Independent Financial Adviser. Specialising in Retirement Planning, Investment Management and Estate Planning. Posts are not advice
New Frontier
@nfaboston
Institutional Research, Technology, and Investment Management Firm
Abraham Okusanya
@abrahamonmoney
Founder/CEO @Timeline_Tech | Host @investing_show + @adviser3point0_ | Author, beyond4percent.com | Certified Feather Ruffler
Mark Locke
@markjlocke
just keeping my seat warm here in the hope things eventually get better
GuidedChoice Advice
@guidedchoice
An independent advisory firm focused on retirement and enabling people to become more confident in their future by helping them make better financial decisions.
Reese Harper
@reeseharpercfp
CEO @ GetElements.com, Founder @ DentistAdvisors.com. Always learning.
Nick Lincoln
@hattipnick
She/Her/God. Monthly essay here: tiny.cc/hte Embracing the Lab Leak Dividend: online-only, saving families one by one via Zoom.
Alina F.
@alizig
Founder, Contessa Capital Advisors llc. //helping Gen X single women and solo moms with their finances//fee-only//🐥 don’t 🟰 advice
Rob Harper
@roharps
Paraplanner with interests in Economics, Politics, AIM, Bristol Rovers and General World Affairs
Jason Wenk
@jasonwenk
Founder+CEO @altruist. Building technology to make financial advice better, more affordable, and accessible to everyone.
FINART
@thefinartist
From Advisor to Brander | Branding and Design for Finance and Fintech | [email protected] |
Phil Billingham
@philbillingham
CFP/Chartered Financial Planner. Specialist in ‘World Citizens’. Love travel, Red Wine and Welsh Rugby. Mastodon @[email protected] 🏴🇺🇦🇪🇺
Amanda Newman Smith
@anewmansmith
Tweets from Money Marketing feature writer Amanda Newman Smith
Colton Etherton, CFP®
@slices_design
Slices.Design Unique websites for financial advisors that help you: Stand out. Tell your story. And grow your business.
Tom Ham
@thetomham
Taking the mystery out of money. Director at Calton Wealth Management & Gameplan Wealth. Reserve Cavalry Soldier @combatrecce. Field Sports.
Lee Robertson FCSI FRSA
@leerobertson64
Ex-pat Scot. Financial Services. Armed Forces Veteran. Entrepreneur. Speaker. Author. NED. Trustee.
London Money
@londonmoneyfs
“ I know a good joke when I hear it “ - Paul Merton
TFA
@tfaadvisers
Independent Financial & Mortgage Advisers. TFA, is a trading style of Tom French & Associates Ltd. Authorised and regulated by the FCA. FRN 185513
Greg Moss
@moneychimp
Chartered Financial Douchebag. Beautiful father to three girls. Cliquephobe / chaotic neutral. Posts not advice. #FIRE #impact #ESG #AVFC
Mike Zung, CFP®
@mikezungcfp
Founder of @java_wealth | Financial planner for ppl w/ equity comp | Small-but-mighty YouTube channel | @LFC fan | Tweets != advice
LPL Financial
@lpl
We take care of our advisors, so they can take care of their clients. Securities offered through LPL Financial, Member SIPC sipc.org
Ryan Kilkenny
@atomicplanning
Marine Veteran 🇺🇸 • Left EJ to Launch Atomic Planning 🚀 • The Atomic Retirement 🎧 • Atomic Ideas 📰 • Tweets ≠ Advice
David Penney
@davidpenneyprw
Chartered Financial Planner & director, Penney Ruddy & Winter. Director & Treasurer, Carbine Club of London carbineclublondon.org.uk
Dan Haylett
@danhaylett
🥇Retirement Coach |🎙Host of The Humans vs Retirement Podcast | 📹 YouTuber | 📈 Financial Planner
Kathryn Knowles, PhD
@kathryn_cura
Mummy to 3 adorable munchkins. MD at @CuraFS, MD @Advice4Advisers, PhD Business. Insurance Ambassador @ParkinsonsUK (she/her)
Shane Sideris, CFA
@shane_sideris
Financial Planner at Synchronous. Co-founder of Nectarine.
Grumpy CPA
@taxlady04
CPA, animal lover, fierce protector of pollinators 🐝 🦋 Passionate about permanently moving the US tax deadline and founder/creator of @do_io_tax
Tom Skinner
@tom_skinnerbc
Helping UK doctors build wealth, health and happiness around an NHS pension - AA & LTA historian - over 1,700 personal finance meetings with Drs since 2003
@octomembers
@octomembers
The UK’s fastest growing community for financial services professionals to connect, share and engage with actionable member generated content #forpractitioners
Kristen Schmidt
@riaoasis
Technology Strategist | Speaker | Consultant | Workflow & process nerd. Tech research & implementation.
Kimberley Campbell
@kimmie1987
Financial services born and bred, love a challenge and getting underneath the bonnet of all things financial. All opinions my own.
Whisper Financial LLC
@whisperfin
A creative mind needs a creative approach. Come to me when you're ready to get your mind and your money on track.
Rich Mayor
@richlangcat
senior analyst for the Lang Cat - any views expressed are my own
Zach Ashburn
@zachary_ashburn
Tax and Investment Planning for Tech Professionals and Consultants -- Foster and Adoptive Dad -- CFP® Professional and IRS Enrolled Agent Tweets≠advice
Darcy Financial Planning
@darcyfinancial
Gemma Darcy - Chartered Financial Planner offering medics & professionals comprehensive personal & inter-generational advice #IHT #NHSPension specialist
Cody Garrett, CFP®️
@measuretwicemny
Financial Educator at Measure Twice® - Learn how to create your own financial plan as a DIY investor!
Eletive
@eletivecom
A People Success Platform that enables you to build a workplace where everyone can thrive. eletive.com/impressum/ #employeeengagement #HR
Lewis Shaw
@financial_shaw
🏠 Independent Mortgage Broker | 🔑 Mortgage Tips & advice | 💡 First-time buyer specialist | ❌No advice online | ⬇️ Time to get mortgage ready? Get in touch ⬇️
KLO Financial Services
@klofinancial
We have built our approach on the foundation of taking the time to listen to you in order to provide #bespoke, personal #financial management solutions.
Adsum
@adsumworks
Don't wait for HMRC. We offer UK companies Instant VAT Refunds and tax credits via our TaxOS. Tax questions? Ask our TaxAI chat.taxai.uk 💰
Jessica Goedtel, CFP®, EA
@jessicagoedtel
Financial Planning for Sex Workers & Tech Workers. Founder of Pavilion Financial Planning. Chiefest of Calamities 🐉🔥tweets = not advice
Spa Financial Planning
@spa_fp
Mortgages - Financial Protection - Financial Planning Based in Harrogate, North Yorkshire
Onyx Advisor Network
@onyxadvisors
ONYX was created to support underrepresented financial advisors in starting and scaling their ideal businesses. Join our newsletter here: bit.ly/3wbtvE1
Morgan Chrystal CPA
@mchrystalcpa
NY based CPA 👩🏻💻
Elo from Melo
@elofrommelo
We educate, guide, and support the financial planning community to build firms that are a cut above the rest.
Mike Hardy
@pensionreview
ImpartialUK
@impartialuk_
Impartial UK - Helping businesses and individuals find the financial advice they need. #yourmoneymatters
Greg Gates
@greggateslpl
Managing Director and Chief Technology & Information Officer at LPL Financial | Fintech | Technology & Product Transformation | Member FINRA.org & SIPC.org
Digital Financial Planning
@johnnydriscoll8
Tweets about things that support IFA firms adding a digital advice channel to their existing business. John.driscoll@https://t.co/qWtM88xqAE justfa.uk
Estgro
@estgronews
Digitally transforming the way the world manages estate planning and inheritance.
Financial Reporter Events
@eventsfinancial
Bringing you CII-accredited events, all year round, across the UK. Our free events include up to 3 hours of CPD, free breakfast/lunch and amazing networking!
Ryan Furlong
@ryanfurlongcfp
Helping Good People Make Work Optional | Wealth Advisor | Dog + Girl Dad | St. Louis Native Tweets ≠ advice
Donovan Brooks, CFP®
@donovanbrooks_
I guide Millennials, Professionals, & Equity Compensated individuals to prosper with purpose. Tweets ≠ advice. Believer ✝️
UK Platform Awards
@schrodersukpa
Sean Banks
@seanbanksfp
Financial Adviser helping executives and business owners plan for retirement. Family man. Ageing footballer. Adequate golfer.
Evenco International
@evenco_inter
Evenco International is an executive conference organiser for the #assetmanagement community. Follow for industry news, event updates & #fundselection analysis.
Misty Lynch, CFP®
@mistylynchcfp
Boston CFP® • Author • Host of Heartbroke and Demystifying Money podcast • Tweets are not advice