Financial Planner and Director of Otley BID. Helping you along life’s financial journey
Leeds
Joined May 2010
- Tweets1.1K
- Following164
- Followers81
- Likes26
Good luck to everyone shortlisted!
Tonight's the night! 🎉🥂
We are looking forward to seeing our finalists at the 2024 Professional Adviser Awards tonight - good luck everyone!
Watch this space for live winners' announcements throughout the night.
View the shortlist here: eu1.hubs.ly/H08cHVW0
#PAAwards2024
Reminds you why in person get together a are still so important. Some great feedback and conversations afterwards #next5years
The #Otley BID AGM has kicked off! Thanks to everyone who joined us. If you didn’t manage to come along but have a question, please email us at [email protected]
We are hiring and at the Otley Show on Saturday if you want to pop by and say hello
We are looking for an apprentice to join our team.
If you or someone you know would be interested follow the link below:
findapprenticeship.service.g…
Tom Hatley retweeted
Invitations are going out to all #Otley businesses from today for our AGM - Wed 24 May at The Rookery - 7pm.
We will also be presenting our plans for the next 5 years & giving details as to how the voting process will works in Oct '23.
RSVP here - otleybid.co.uk/agm/
I’ve been out and about delivering invitations for the @OtleyBID AGM and Business Plan launch today.
Hope some businesses can make it so I’m not tempted to eat all the food.
Woohoo Top Rated Advisers as featured in @thetimes @VouchedFor guide. Thanks to our great team and wonderful clients! #financialplanning
It will be 5 years on the bounce this Saturday that my wonderful clients have supported my endeavour to be a @VouchedFor Top Rated Adviser. This year is extra special,read @thetimes on Saturday to find out why!
- Detailed client reviews (verified)
- Get a recommendation - Meet with at least two Advisers - Understand what you need - The valued added
Tips for picking advisers include going through their Twitter feed and avoiding those driving a posh car as your fees are paying for it. Judging by some adviser posts, Teslas seem to be a preference
thetimes.co.uk/article/how-t…
Good luck to everyone getting their A Level results today. We are lucky to live in a country with opportunity whatever grades you get. It’s up to you to make the most of the future!
Tom Hatley retweeted
Our new 'Talk to the Team' monthly Zoom meetings start TODAY at 12noon - 1pm with our Chair, Tom Hatley!
To join him just email us at [email protected] and we'll send you the Zoom link.
Pls share
#Otley @OtleyChamber @OtleyCouncil
Proud to be included for a third year running. Thank you to all our clients for taking the time to leave a review!
Congratulations to all advisers who qualified for VouchedFor's 2021 Top Rated Financial Adviser Guide, distributed in The Times today. They've stepped up during the pandemic, receiving brilliant feedback from over 36,000 clients. #TopRatedGuide #FinancialAdvisers @thetimes
Tom Hatley retweeted
The £500,000 nil rate band (stamp duty holiday) will end on 31 June rather than the planned 31 March.
After that until Sept it will be nil until £250,000 before returning to usual £125,000 after that. #budget21
The power of @MartinSLewis and his tv show means we’ve had more calls than normal this week from people asking for pension advice. The best part being people in their 20’s are engaging and wanting to save too.
Congratulations to all businesses nominated for an @OtleyChamber Otley Business Award. So many great businesses, and a reminder why so many people choose to #shoplocal #OBA21
Tom Hatley retweeted
The new National Lockdown is a huge disappointment for all our local #Otley businesses. To help you understand what this means for you I have gathered the most up to date information that is currently available ow.ly/N6vo50D0HKi
#StaySafeOtley @OtleyChamber @OtleyCouncil