Outsourced paraplanning support for Financial Planners - Quality Paraplanning & Consultancy Services
UK
Joined July 2020
- Tweets138
- Following164
- Followers295
- Likes76
Plan Works retweeted
Can you beat the @plan_works team at Ding Bats? Have a look through and we will publish the answers later and the score of the @plan_works team. youtu.be/wba2TtaGHDY #paraplanner #financialplanner #IFA #Christmas
Plan Works retweeted
nice to see @philreynolds333 from @plan_works quoted in @NewModelAdviser today citywire.com/new-model-advis…
Plan Works retweeted
#ifa #adviser #financialplanner Do you think it is important to be able to get a cost and charges statement out of a platform that you specify? Or are you happy that they choose the dates based upon the account opening anniversary?
65%I want to choose the date
3%They can choose
32%Dont care
37 votes • Final results Plan Works retweeted
Couldn't recommend outsourced paraplanners enough! We see @plan_works as a huge part of our business. Surround yourself with people smarter than you.
#paraplanner #paraplanning #teameffort
Plan Works retweeted
Could you benefit from having a mentor? Or benefit from becoming one? As interest in financial planning careers surges, @cleanasasquid @plan_works discusses why the profession needs more mentors. illuminate.nucleusfinancial.…
Plan Works retweeted
Assessing suitability on pension withdrawals? Today on illuminate @fryer_nathan sets out the approach @plan_works takes and the factors to consider on income sustainability. illuminate.nucleusfinancial.…
Plan Works retweeted
The Paraplanner Club presents a Writing Masterclass - save the date! @philbray73 & @yardstickagency have kindly offered out help us with everything we need to know when it comes to writing articles. Want to join? Come and see us on Linked in for our group & events. See you there!
Plan Works retweeted
Happy World Book Day 📚 these are the books we are reading this year with Beyond the 4% rule the next one up! To join us just read the book, join our Linked in group and come to our group discussions. Look forward to seeing you there! #worldbookday #financialplanning #paraplanner
Plan Works retweeted
We will be starting discussions on our group in the future to cover some of the topics our mentees are talking to us about. Come and join us! #paraplanning #paraplanner #paraplanners #financialplanning linkedin.com/groups/12468176
Plan Works retweeted
The Paraplanner Club founders Sian & Chloe recently spoke to our sponsors at Professional Paraplanner about the launch. professionalparaplanner.co.u…
Plan Works retweeted
A good read: Financial services professionals re-launch book club
zpr.io/HWmZX
Plan Works retweeted
The mentoring scheme designed by Paraplanners for Paraplanners - launching 17th January 🥳 #paraplanner #paraplanning #paraplanners #mentor #mentoring #internationalmentoringday
Plan Works retweeted
Illuminate is back! We kick off the new year with a great piece from @fryer_nathan on six ways to improve your suitability reports, including the ultimate test - do clients actually read it? illuminate.nucleusfinancial.…
Plan Works retweeted
Something exciting coming January 2021 for Paraplanners by Paraplanners #mentor #mentoring #paraplanner #paraplanners #paraplanning #paraplannersuk
Plan Works retweeted
NEW Career Spotlight from @cleanasasquid of @plan_works on the NextGen Planners @AdviserLounge 👇
bit.ly/2IIC6ce
Siân takes us through life so far, with a special to our Director and Head of Innovation, Rohan Sivajoti ✌️
Plan Works retweeted
Vote for the books you want the UK Financial Planning Book Club to read in 2021 here
forms.office.com/Pages/Respo…
Plan Works retweeted
All ready for The Big Day Out (in) annual Paraplanner Assembly get together #bigdayoutin #Paraplanner #paraplanning #financialplanning
Plan Works retweeted
.@cleanasasquid, Director of @plan_works, discusses her experiences as a #paraplanner in her new #PFSPower article, The Power of Paraplanning, find out more: ow.ly/Suj350BzTiI #financialplanning
Plan Works retweeted
"The most important thing when it comes to estate planning is to do it. If a client has a need for estate planning and they are motivated to take action, we should consider solutions without delay." @cleanasasquid
Read more:
voyantblog.wordpress.com/202…