Founder | Managing Director | Chartered Financial Planner | Retirement Planning Specialist
Joined June 2010
- Tweets 880
- Following 1,396
- Followers 675
- Likes 1,603
85 Photos and videos
Casey Mills FPFS retweeted
29 Sep 2023
The Man In The Arena
(As discussed on TRAP - The Real Adviser Podcast @adviserpodcast)
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Casey Mills FPFS retweeted
19 Aug 2023
A life lesson..
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Casey Mills FPFS retweeted
19 Jul 2023
Atlantic Wealth Management is a ‘senior partner practice’ at national advice business SJP.
But an investigation by @NewModelAdviser found its directors previously ran an advice firm which has fallen on the FSCS.
Read more 👇
citywire.com/new-model-advis…
✒️ @HagopianAlicja
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Casey Mills FPFS retweeted
23 Jun 2023
So, ep 1-10 of The Humans vs Retirement Podcast have been a pleasure to record and share with you, but...
...Ep 11 is my favourite!
As I get to have a conversation with one of my amazing clients as he bravely shares (with no holds barred) his retirement journey and story!
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Casey Mills FPFS retweeted
19 Jun 2023
New podcast: Low Expectations.
Imagine the tragedy of experiencing unbelievable progress throughout your life and you enjoy none of it because you expected all of it.
Apple: podcasts.apple.com/us/podcas…
Spotify: open.spotify.com/episode/3qa…
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Casey Mills FPFS retweeted
21 Oct 2022
Delighted to be named a top 100 firm by Citywire. They loved the work we are doing with @shapingwealth on delivering behavioural insights into a truly human focused financial planning proposition!
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Casey Mills FPFS retweeted
29 Jun 2022
Just meet with a new client husband and wife couple. Humbled when the wife said that it was a great conversation, not nearly as scary as she thought it was going to be, loved the fact that we didn’t focus solely on numbers and got lots out of exploring values… I will take that!
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Casey Mills FPFS retweeted
27 Jun 2022
Why did 200,000 people travel to Glastonbury when they could have stayed at home, saved the travel cost & watched it all on a screen?
Maybe it’s about more than music?
Maybe going to restaurants is about more than food?
Maybe going to an office is about more than work?
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16 Jun 2022
Following an initial conversation with a potential new client today - I just wanted to confirm that a 4.25% initial "fee" on a Defined Benefit pension transfer is NOT IMHO the average.
OR what should be expected from a financial planning professional.
#realfinancialplanning
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Casey Mills FPFS retweeted
19 May 2022
No one ever failed to reach their financial goals because of a 1% fee.
But a lot of people have made a lot of financial mistakes that a 1% fee could have saved them from.
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Casey Mills FPFS retweeted
16 May 2022
I have no idea.
And neither does anyone else.
But I do know that if you have a well-designed and diversified portfolio you should stick with it.
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Casey Mills FPFS retweeted
11 Apr 2022
I can’t guarantee you that you’re going to be ok. No one can see the future.
All I can tell you is that you’ve always been ok, eventually.
That should be enough.
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Casey Mills FPFS retweeted
6 Apr 2022
Yesterday we said good bye to my good friend Ansah. He was 42 & an absolutely lovely guy who will be missed by us all. I wrote about Ansah & my feelings towards his passing if you'd like to read it.
engagefs.co.uk/blog-unlinked…
Rest easy mate.
Life is for living ❤️💔
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Casey Mills FPFS retweeted
Have you made poor choices with money?
Warren Buffett would trade places with you.
Why your life is worth more than $117B.
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Casey Mills FPFS retweeted
20 Feb 2022
One of the most eye-opening, heartbreaking and inspiring interviews I’ve ever done — meet Sam, the 40yo with motor neurone disease, who is raising money to research better treatment 👇
thetimes.co.uk/article/bd3bc…
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Casey Mills FPFS retweeted
31 Jan 2022
I’m taking back the descriptor “wealth management”.
The historical owners of this title focus more on “money management” rather than the comprehensive and complex issues of wealth, planning, strategy and legacy.
They’re ‘money managers’
We’re ‘wealth managers’
#TrueWealth
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Casey Mills FPFS retweeted
10 Jan 2022
Think you can time the market - buy and sell and the right time?
The odds are against you.
Better to stay in your seat.
my.dimensional.com/video/270…
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