Tom Hatley

@philbray73 @yardstickagency @FTAdviser Congratulations 🙌

@AlexandreRiley Based on our fixed fee approach the client pays no initial fee and there is no change to fixed fee for ongoing advice either. Simple

IFA Question. Suppose an existing client has +£1M on a platform in an ISA, GIA and SIPP, all under your ongoing financial planning fee terms. They're in a position to add a further £250,000. To provide advice to simply top up the accounts by £250,000 would you charge your:

@philbray73 @stevemartincfp Makes sense to me. I’ll often double check aspects of our advice with the clients accountant/solicitor before implementation. It adds value and clients really appreciate their professional advisers working together.

Good luck to everyone shortlisted!

@wharfeobserver LCC should focus their attention on the civic centre if they are really concerned about the appearance of Otley

Leeds City Council has served an enforcement notice on The Black Bull Pub in Otley ordering them to remove a shelter over their outside drinking area. dlvr.it/T0vWMZ 🔗 Link below

@ovationchris I wouldn’t worry, they will be in touch to cancel and rearrange the appointment two weeks before it’s due

@OtleyBID @OtleyCouncil @OtleyPubClub @CourtyardPlante @BondgateBakery @WoolpackStudios @therookeryotley 🥳 Time to start implanting the plans for the next 5 years

We are delighted to announce that the Renewal Ballot for Otley Business Improvement District (BID) will continue for another 5 years. Read the full 'Declaration of Result' and 'What Happens Next' on our website: otleybid.co.uk/its-a-yes-to-5… #otley #otleyballot

@philbray73 Without knowing the client situation how would an adviser know what the fee would be? Likewise, it would be difficult for a client to calculate the fee from a website as they won’t know the work required. Therefore forcing publication of fees isn’t a good idea IMO.

@philbray73 @GroupVerve Brilliant, congratulations Phil

Now this is how you announce a competition winner fb.watch/m98wcpQ4sL/

@BOXERMAXIHUGHES You clearly won that fight. After years of watching Mayweather you would think the American judges know a boxer when the see one.

I’m speechless.. just want to thank everybody for their support.

@philbray73 They have cafes in gyms now?

@philbray73 Time - we are being asked to do more by compliance/regulators as well as running a business and most importantly spending time with our clients! There are only so many hours in a day.

Reminds you why in person get together a are still so important. Some great feedback and conversations afterwards #next5years

We are hiring and at the Otley Show on Saturday if you want to pop by and say hello

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

@philbray73 7. Always make sure there is someone in the office that knows how to work the scanner Really good points @philbray73

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!