DanAtkinsonUK
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Hi @Chris_Hindle1 I’ve just tried and it’s fine on my iPhone. The link just opens up a blank email to dawn@cvelite.co.uk who works for us when we are doing recruitment. Please do give it another shot (or just use that email address). Many than…
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This would probably be an unauthorised payment and therefore wouldn't be permitted by the scheme. Member benefits can only be paid to members. I do understand the desire to avoid complexity in this though...
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Still looking for someone to join this super team in Bristol.
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We’ve just published the job spec. https://paradigmnorton.co.uk/financial-planning-career/job-vacancies/paraplanner-financial-planner/
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Thanks both. These look like good resources to have a more detailed look at. The organisation you flagged, Les, looks like they have some really helpful neutral resources on both the practicalities and emotional side.
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I had some involvement in our overseas client policy. Definitely speak to your PI insurers about their thoughts (i.e. will they cover you and will the cost go up!). From a planning perspective make sure you are definitely sure about the impacts that…
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Rob T took me through it (exParaplanner who used to work for i4C) recently and I think it looks really promising. The AI essentially trys permutations based on the prioritisations that you set. As the OP points out the outputs and presentation optio…
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I'm with Les on this. I think there are some really interesting risks to be considering and the devil will be in the detail. We are holding fire on getting too excited. A few of our thoughts are: * What if only the tax charge gets abolished? Co…
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Yes, we use them at Paradigm Norton too. They have a great panel construction/maintenance service.
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These sound super. Gutted that I have a diary clash this time, but so pleased to see these happening :-)
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Something that has worked well for me in the past is to use a trapezoid shape. Describe what happens on the way in, then in the middle, and then (importantly) on the way back out again. Most financial products fit into it and helps to break them dow…
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Hi all Having successfully been through it I would echo @richardgough's comments that CFP assesses something different to Chartered. My quals via PFS gave me great technical knowledge. The CFP was more about bringing the knowledge together and ap…
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It was a really good session. I had a chat with Finametrica this week and they were talking about their newer system which expands on things like 'composure' which sounds like it could be helpful putting those headlines in the middle session into pr…
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Thanks all. It's really helpful to have this sharing of ideas. 100% what this community is about!
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> @Andy_Schleider said: > shock not Amazon Smile @DanAtkinsonUK ??!! Couldn’t work out how to do the link... All our Amazon spending is via Smile with proceeds to Tommy’s.
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You guys might like https://www.amazon.co.uk/How-Invest-My-Money-Finance/dp/0857198084 which I'm dipping in/out of. I've got one part in an Impact portfolio and others in an ESG indexing type strategy. Need to review it later in 2021 alongside my GP…
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We had an awesome online beer tasting with one of the founders of Small Beer last week. https://theoriginalsmallbeer.com/ One of the team is doing a cookalong tonight and we finish next week with a quiz.
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Hi Andy Thanks for this. That is really helpful insight. I really appreciate you picking the brains of your friend. Dan
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Have a look at MoneyAlive. They have some educational box sets on this.
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Had the same as Tom. Also you have to either have Elevate as the platform or go elsewhere via the bond. They won’t allow investment directly with any other platform or custodian. So you may need to keep the bond...
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done. should be in both your inboxes now @Andy_Schleider @richallum If any others didn't get the message please let me know and i'm happy to forward. Like Richard i've asked CISI to check what gremlin has affected this note getting out.
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thanks for flagging it richard. I can forward you a copy if that helps you
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Good morning @Andy_Schleider. You should have received an email on 16 March at 10:17AM from Natalie Raeched. This went out to all delegates - if you didn't receive it I can forward a copy for you. In common with many events scheduled for the next mo…
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Just offer some support for this exam I think
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Yes. Free for all 👍🏻
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I go to the CISI Paraplanner Conference which helps greatly. It's worth starting by thinking what you want to learn/develop and build it out from there.
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We like to use a case study too (alongside other technical tests).
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The reason the Octopus scheme should work is that it buys one trading company. This company then runs/owns several businesses. So diversified but without being a discretionary portfolio. Worth having a chat with them. I think Foresight do the same t…
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As an alternative have you looked at Worthstone’s ACT qualification?
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First step = work out what you want the reader to know, feel and do. Step two = work out how best to do this and enable them to make an informed decision. How do THEY receive info best (ask them) Don’t write or open anything until you’ve dealt …