Director @ Masterplan Wealth. Chartered Financial Planner by day, building widgets by night!
Joined February 2021
- Tweets 319
- Following 212
- Followers 289
- Likes 288
28 Photos and videos
Awful awful confidence destroying display ahead of Thursday. Worst 1st half I can remember. Letting the country down as well. Even with 1 fit leg between them Onana and McGinn have to play Thursday #avfc
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28 Dec 2022
Anybody already looking at AI supported fintech for advisers ?? I’m here writing a suitability report at Christmas and thinking we can’t be too far away from AI that can do this. One for the @plannrcrm team I reckon!
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22 Dec 2022
Initial planning costs £6,500, pessimistic model shows clients £700,000 better off after 15 years. Decent return on investment that. But remember everyone financial advisers charge you 5% to simply check your funds (or at least that’s what I read in the paper!)
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15 Dec 2022
Had @Timeline_Tech in to come and present our investment proposition to some of our new advisers. To quote one of them ‘It’s like going from a reliant robin to a Ferrari’ referencing their old proposition 😎
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15 Dec 2022
16 hour day wrapped up. Start a business they said.. it will be fun they said… (Tbf don’t think anyone has ever actually said this)
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9 Dec 2022
Financial planners- how many client meetings do you think you have a week on average ?
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6 Dec 2022
Me: OpenAI is going to revolutionise my business and save us so much in cost and time
Also me: spends most of my morning dicking about on OpenAI
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5 Dec 2022
Had this afternoon booked out for writing some copy for marketing materials, just going to fire up OpenAI then watch the football! (This is both amazing and terrifying)
4 Dec 2022
Lawyers we must kill this technology immediately!
Someone call Congress and make it illegal.
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MasterplanJoe retweeted
1 Dec 2022
A HUGE well done to our amazing members who have made the @NewModelAdviser Top 35 Next Generation Advisers 2022! 👏
@Jamesbeck4, @JoeMasterplan, @joshbutten, Gabby Houseman, @D_RKirkpatrick, @RyanJMayUK, @Felix_Milton, Josh Richardson 🎉
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15 Nov 2022
If wages have grown by circa 6%, then a 5% rise in council tax really isn’t the end of the world. Although that wouldn’t make a good headline
14 Nov 2022
A twist to previous tweet- I know the client has been taking the income from the ISA since before at least one of their pension incomes, what do we think ?
14 Nov 2022
Thanks everyone- seems to have been clarified that if ISA income is from divs/interest then it is and if not then it’s a PET. Have just started with the on boarding process, will have to see what the funds are when the LOA info comes back!
14 Nov 2022
Client has all income needs met by State/Final salary/annuity. Taking a regular monthly income from an ISA and gifting it all away to family every month. Outside of the estate for IHT Purposes immediately right ?
14 Nov 2022
Client has all income needs met by State/Final salary/annuity. Taking a regular monthly income from an ISA and gifting it all away to family every month. Outside of the estate for IHT Purposes immediately right ?
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17 Oct 2022
I would give anything
17 Oct 2022
Aston Villa will make an ambitious attempt to convince Mauricio Pochettino to step back into management as Steven Gerrard enters the most critical week of his year in charge | @Matt_Law_DT, @SamWallaceTel & @JBurtTelegraph telegraph.co.uk/football/202…
17 Oct 2022
Heading home in a couple of days, anything interesting happen whilst I’ve been away ?
21 Sep 2022
Off to Portugal for 4 weeks today. 1 weeks holiday then 3 week of working ‘on’ rather than in the business
Can easily get bogged down in the day to day stuff and neglect things that have a big impact but aren’t ‘urgent’
Will be an annual event if all goes well🤞
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16 Oct 2022
Financial planner problems: overhearing people talking nonsense about tax, investments and pensions and having to fight the urge to correct them
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MasterplanJoe retweeted
16 Oct 2022
It’s good to work hard if you know your work is simultaneously creating an income and an asset.
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15 Oct 2022
How am I only now hearing about the Unipass/Origo LOA tool ?!? Anyone used it thus far in their business ?