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Discretionary Investment Services Coming Under Scrutiny. Acquired by Embark Group in 2017. This business is now closed.

London, England
Joined March 2016
Replying to @neilbage
Very, very strange
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We’re delighted to be at the @Fundasset @provisio launch event this morning - looking forward to hearing about their game changing pricing structure
Fantastic new resource for advisers, just launched by @nucleuswrap #nucleus2019
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We’re in Harrogate today for the #MMInteractive event - @abbies_insights will be on the panel to DISCUSs trends in centralised investment propositions a bit later
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We’re at the Robo Investing Conference in London today, looking at how tech can support the advice process. Panel discussion: how can we keep clients engaged AND stop them from acting irrationally in response to market events?
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We’re at the @BrooksMacdonald adviser seminar today at the lovely Eastwell Manor (yep, @abbies_insights is pulling the crowds again 😉)
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Looking behind the elevator pitch buff.ly/2YhuDDn
This is how @7IM_Updates have taken the Centralised Retirement Proposition and made it better buff.ly/32SJo2J
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How does @RCBIM get their investment edge? buff.ly/2OArhvJ
Let's tackle the female elephant in the room buff.ly/2MfvYbq