
Fundment
@fundmenthq
Fundment is where adviser platform technology meets hyper-personalisation in investing. Authorised by the Financial Conduct Authority.
ID: 2937512271
https://www.fundment.com 22-12-2014 21:45:11
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441 Followers
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FTAdviser
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Tweets from the editorial team behind the multi-award-winning website - covering everything that's relevant to UK financial advisers and their wider market.
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CEO @ Seccl, the embedded investment platform
Hana Dickinson
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Marketing at Timeline, the best place to work in the UK and the team revolutionising the DFM space.
Kim McAllister
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Journalist, BBC presenter, comms consultant. Edinburgh-based Glaswegian. Mum of 2 boys. Host of ‘Clever About Cash’ on BBC and the no6 UK science podcast💸🛰
Nick Reeve
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This account is now dormant and will probably get deleted soon. Try pensionsexpert.bsky.social instead.
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For financial advisers and paraplanners
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Wealth Management for Entrepreneurs | Founder | Storyteller | Truth Seeker | Podcast 🎧 bulletproofentrepreneur.net 🏴☠️
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Presenter of the BBC’s Today programme, Political Thinking & Today Podcast. Former BBC/ITV Political Editor, author & Speaker
garry hale 🌎🌱
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he/him , CFP,Chartered Wealth Manager,Owner HK Wealth Stirling,Lifestyle Financial Planning.Past President of The Personal Finance Society.Sailing!⛵️
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Drive presenter, Times Radio: formerly BBC News, and presenter BBC 5live 💙❤️ CPFC
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Founder and chief exec of the lang cat. Views are yours, shortly.
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Industry-leading financial awards and events. Visit @moneyfacts for company news, and @moneyfactspress for financial commentary and insight.
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Freelance journalist and consultant, and a former business editor of The Independent
David Hearne, CFP™
@dontdelay
Certified Financial Planner. Independent Financial Adviser. Specialising in Retirement Planning, Investment Management and Estate Planning. Posts are not advice
Abraham Okusanya
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Founder/CEO @Timeline_Tech | Host @investing_show + @adviser3point0_ | Author, beyond4percent.com | Certified Feather Ruffler
Mark Locke
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just keeping my seat warm here in the hope things eventually get better
VouchedFor
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VouchedFor Home to the UK's most trusted advisers. Find the right advice for you. Elevation Delight clients, meet regulation, grow your advice firm.
Hugh Pym
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BBC News Health Editor covering all aspects of health (UK and Global). Politics and economics of the NHS. Thoughts from staff and patients always welcome.
Swetha
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Deals Reporter at Bloomberg London. Opinions are my own, RTs not endorsements.
Jonathan Mhango
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Financial and Investments Analyst
Nick Lincoln
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She/Her/God. Monthly essay here: tiny.cc/hte Embracing the Lab Leak Dividend: online-only, saving families one by one via Zoom.
Gary Dale
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Live every day. Soulmate 2 @DMW34 & proud dad #family #MotoGP #BSB #WSB #F1 #BritishGT #whisky #bikeandwhiskytour #Ducati @QueensferryMoto 🏍️🏴
Jamie Bogle
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Helping clients feel confident about their financial future through effective financial planning. Co-owner and financial planner @Co_Navigate Views are my own.
Ken Simmonds
@moneo_wm
Providing financial clarity & peace of mind | Helping business owners & professionals retire | Husband, dad, tennis, skier, golf, taxi service for my kids...
Charlie
@pensionscanwork
Apologies in advance, will mainly just tweet what I'm listening to, and my Birmingham City related pain. Mute me now.
Dr Mary-Jannet Leith
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Professional Musician and Cultural Historian | Lecturer in Historical Performance Practice @UniOfYork | Manager and Recorder Player @EnsembleHesperi (She/her)
Damien Clyburn
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Top Dad, Top Husband, Director and Top Chartered Financial Planner at Otter Financial Services. @otter_financial
Tim Morris
@t_morris_wealth
Passionate about helping successful people & business owners retire when they desire. Love #family #pets #holidays #running #LFC #investing (Opinions my own)
Tom Ham
@thetomham
Taking the mystery out of money. Director at Calton Wealth Management & Gameplan Wealth. Reserve Cavalry Soldier @combatrecce. Field Sports.
Emmelia Powell
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Instagram - pws.pros. Clarity, understanding, confidence. Building your future.
Nathan Fryer 🍐
@fryer_nathan
Owner / Director of plan-works.co.uk. I take myself far to seriously, loving life. COBs Quoter. Kidney Donor @plan_works
Dave Brooks
@pensionsdave
Head of Policy at Broadstone. Basically-a talkative technical pensions geek prone to whimsy & typos. Also a pensions stalwart don't you know...
Jack Gilbert
@jackgilbert13
editor of NMA, Citywire, tweeting about financial services and cricket. should not be tweeting about politics [email protected]
David Davies
@davidddavies1
Award winning FTSE 100 Technology Executive, turned entrepreneur, now leading the hugely talented team at Navos. Proud dad of an 18yr old GT4 racing driver.
rikbhatt
@rikbhatt
Director and Lifestyle Financial Planner @ 8FP.
Dale Kirkpatrick
@d_rkirkpatrick
Chartered Financial Planner. Business owner. Dad. Newcastle Utd fan. Views not advice
Iain Cairns
@iain_cairns81
Financial Planner, helping people have the best life they can with the money they have.
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
Steve Nelson
@langcatsteve
Pointless Champion, a real high for mainstream TV. Professional Adviser Personality of the Year 2020, a real low for financial services.
Kathryn Knowles, PhD
@kathryn_cura
Mummy to 3 adorable munchkins. MD at @CuraFS, MD @Advice4Advisers, PhD Business. Insurance Ambassador @ParkinsonsUK (she/her)
Linda Plant
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Proud (if perpetually off-brand) lang cat. I am the dogless weirdo smiling at yours.
Jack Chellman
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Head of Strategy & Comms @global_returns. 2018 @MarshallScholar, formerly @Cambridge_Uni, @RoyalHolloway, @UVA. He/him/his
Roger Kennedy
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Chartered Financial Planner
Darren Cooke
@redcirclefp
Chartered Financial Planner, helping clients realise their life and financial plans. Notable nobody in the advice profession
Ivan Levingston
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@FT deals reporter. Ex-BBG. Views mine.
nick isherwood
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Fine Wines, Cigars and Spirits (and golf)
Andrew Marr
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LBC presenter, political editor New Statesman, painter, Scot
Tara O’Connor
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Senior reporter at @FTAdviser covering investments and platforms. Email me at tara.o'[email protected]
Robert Lewis
@beardedifa
Founder of Multi-Award-Winning @Celtic_fp & @CIIGroup Fellow. Trustee of @NEWCISCC. Founder of @CelticBiz & @NWalesSocial & @fincateuk. @AlunSchool Governor.
Vanguard UK Advisers
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Bringing UK advisers & wealth managers: latest investment research, event updates, practice management tips and CPD-accredited training. vgi.vg/UKTerms
Matt Swain
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Break free from your 9-5 by sharing content online | Tweets & threads about Personal Branding and audience growth
docVinci
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We help Financial Planning Businesses communicate their value, improve their service and find their ideal clients 🙌 Part of the @nextgenplannrs family.
Melissa Canham
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Marketing Manager @Timeline_Tech 📈 | Empowering advisers with game-changing tech ✨🚀 | @Adviser3point0 conference & @adviser3point0_ podcast
Plannr CRM
@plannrcrm
Your CRM made beautifully simple. We're building what advisers want from a modern back office solution.
Hayley Rabbets (She/Her)
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Head of @FoundationVerve Passionate about changing the face of finance #BeTheChange & educating the masses #BreakTheTaboo (and hashtags, apparently)
Sparrow Paraplanning and Sparrow Solutions
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Outsourced Paraplanning, Paraplanner Training, Mentoring and CPD sessions - all based in Melton Mowbray - reports, training, pork pies and cheese
Robin Melley TEP, Chartered MCSI.
@robinmelley
Trust and Estate Practitioner and Chartered Financial Planner, offering safe pair of hands for those who find themselves in vulnerable circumstances.
James Fitzgerald
@jamesfitzjourno
UK Financial Policy Reporter at @POLITICOEurope - views & rants my own - 🇦🇺 - [email protected]
Antony George Recruitment
@antony_george_
We're Antony George Recruitment. We challenge the status quo, and put the fun back into Financial Planning recruitment.
Michael Baber
@baberm8

Kate Shaw
@flpltd
Chartered Financial Planner. Life Planner. Pension Transfer Specialist. Runner. Gin Lover. Not necessarily in that order.
Verve
@groupverve
#FinancialServices. Not as you know it.
Resourceful Planner
@womenfinanceni
Financial Educator | Financial Coach | Money Mentor | Speaker Financial decisions are the cornerstone to making any change in life. No judgement. No jargon.
Timeline
@timeline_tech
Empowering Financial Advisers and Financial Planning Firms with best-in-class planning technology and portfolio management.