Director at KGR Media Services Ltd, providing content and media comms for a select group of clients in financial services.
Joined September 2011
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Looking forward tomorrow to hosting our first live Technical Insight Seminar since 2019! Thanks to Fidelity International, Transact, Waverton IM, TIME Investments, Dentons Pensions and Bespoke Training Services.
Rob Kingsbury retweeted
Why it's getting harder to ignore the hybrid opportunity
@ianmckennaftrc
moneymarketing.co.uk/opinion…
Just watched teaser webinar of new CRM/back-office system that advisers, paraplanners, administrators are going to love - from an adviser software firm that listens to its users. Launch date Q1 2022. @plannrcrm
Paraplanners - should be an interesting @thelangcat HomeGames at 12.30pm with an Advisertech company focussed on client onboarding, suitability and accurate data @VisibleCapital
Rob Kingsbury retweeted
I’m honoured to be featured in the latest edition of Professional Paraplanner, talking about my career in Financial Planning, my battles with mental health and my recent transition into the charity world 🌎.
Have a read here 👇:
professionalparaplanner.co.u… – at Liverpool, England
Looking forward to seeing some of the great technology available for advice firms at 4pm with Verve's #WeAreLive event. PP interviewed one of the presenters Visible Capital's Ross Laurie in a recent issue - bit.ly/3dTEH0c
Rob Kingsbury retweeted
Hope you guys are as excited as we are?! 🤩
@ApricityComply @SecclTech @FintegrateUK @VisibleCapital @elensoftware @AdviserCloud
@IntellifloLtd @Digi_Wealth
Rob Kingsbury retweeted
Ian Lowes explains how he came up with the 10:10 Income and Growth Plan, a new and innovative solution that could appeal to clients in the current climate.
Read the article, published in Investment Life & Pensions MoneyFacts, here: ow.ly/tMC450CnI3R
#StructuredProducts
Rob Kingsbury retweeted
Looking for an experienced paraplanner to join the growing team. If you're interested get in touch or drop me a DM for an informal initial chat. 👍
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Rob Kingsbury retweeted
Delighted to announce the next Investment Committee Webinar in association with @Fidelity_UK - we will be with James Bird again this time "Dissecting income for 2020 and beyond" - Paraplanners across the UK are invited to join the session - Sign up now us02web.zoom.us/webinar/regi…
Rob Kingsbury retweeted
Our development team at @Origo_Services is working hard to turn a slow, laborious Letter of Authority process into a slick, secure digital service.
Thank you @ScotFinEnt for sharing our MD, @RaffertyAnthony's blog
#innovation #fintech #collaboration #finance #technology
INSIGHT | Scotland's oldest fintech @Origo_Services is testing a new digitised process that aims to turn the Letter of Authority process into one that takes days not weeks. Thanks @RaffertyAnthony for putting pen to paper for #SFEinsight, so to speak.
sfe.org.uk/news/bringing-the…
ALT Bringing the Letter of Authority process into the 21st century. SFE Insight by Anthony Rafferty, Managing Director for Origo and SFE Board Director.
Rob Kingsbury retweeted
A really powerful day today working on being a better leader and manager. Really helpful input from @FundsNetwork and super open sharing about the realities of leading a team of #paraplanners. Some very practical frameworks to use. Huge thankyou to @ProfParaplanner for organising – at Islington, London
Rob Kingsbury retweeted
Well worth a watch, two of our most popular speakers at the Technical Insight Seminars!
From tax relief to annual allowances and tapering, our experts @FundsNetwork explore key #TaxYearEnd considerations in their new video. ow.ly/zaB350y7ORR
Rob Kingsbury retweeted
We are so proud of our team at Origo & Beyond Encryption for winning the @F_TRC Best in Show award! Peter Brutin @Origo_Services and Paul Holland @BeyondEncrypt produced a fantastic disturbance demo of Unipass Mailock, our latest product, and brought the award home! #EATT2020
Rob Kingsbury retweeted
#Amazon is spending billions of dollars on its #originalcontent. Why?! Because when you watch an #AmazonPrime series you are paying to be advertised to. Meanwhile, other companies are contemplating whether or not to post a couple of promo videos on #socialmedia. #digitalmarketing
Rob Kingsbury retweeted
"Adviser firms are superheroes...but office managers, administrators and paraplanners are soaking up the inefficiency of the industry." Mark Polson @theactualpolson discusses Adviser firms and the challenges they face buff.ly/2WWsIot
#advisersreality
#getconnected
Rob Kingsbury retweeted
#Pension switching takes up to 60 days at worst firms ftadviser.com/pensions/2019/…
Paraplanners around Reading, to attend Rory Percival's Capacity for Loss workshop and 6 others aimed at you as paraplanners at our Technical Insight Seminar on Wednesday, go to our website bit.ly/32Ad30g You can still secure a place.
