Daniel Williams

Yesterday in Parliament was humbling. Hearing how failures across the whole financial system.. banks, institutions, regulators have shattered lives hit hard. Financial services can change lives, but only if we put people first. We must do better. @appgonifandffs

Many people talking about 'losing' money in investments because of the market turmoil. Worth remembering the two prices that really count (barring dividend payments) are the price at which you buy and the price at which you sell. Fluctuations happen in the stock market, in fact that's what it's built on. They need to be accepted. Investing is about risk. Risk shouldn't be seen as a bad thing, it actually means 'variation' that there are a wide range of possible outcomes, so BIGGER gains if it does well, BIGGER losses if it does badly. For most though if you picked a good investment and the fundamentals are sound, then hopefully over the longer term you will sell it for far more than you bought it for. The big problem is for those who for life reasons need to sell when prices are down, as they crystallise the loss. If you have a financial advisor, speak to them. If not then try not to panic react.

The PFS Board are seeking applications for a new Member Director to join our existing Member Directors in holding the PFS Board to the task and guiding the personal finance profession towards higher levels of professionalism. Find out more: ow.ly/GIfF50U8XyT

Always a pleasure to catch up with Lee. He is far too kind in his words, it's great to be part of the community. Join & tune in.

The Personal Finance Society’s 2024 Annual General Meeting will be taking place on Monday 11 November at 4:30pm. PFS Members can attend in person or virtually. To find out more, and to review our Annual Report and financial statements, visit: ow.ly/SHmi50U07jE

Are you age 40ish to 73? This is a v important listen. There's an Apr 25 deadline that if u miss it means u lose the chance to top up 13yrs of National Insurance (possibly missing £10,000s), yet it takes time, so u need-know NOW if u should start Pls share with anyone impacted

I’ve been in business for over 20 years, so apparently am now considered a veteran! 😊 I often receive emails and DMs from young entrepreneurs and financial planners asking to ‘pick my brain’. So I made a list of things to think about. Hope it helps… 🧵👇🏻

@93_smithereens @Vanguard_Group That's what being on TV does to you... where can I get an autograph? 😂🔥

It has come to my attention @Vanguard_Group is using an image of me being an absolute legend to slag off passives (irony levels: brave). Just to be clear, I had no idea about this, I endorse neither approach over the other, and am not some kind of paid stooge. Good photo though.

There are only 2 days left to submit your entry for this year's Personal Finance Awards. Find out more and submit your entry here: ow.ly/msPV50Svf2X

Our first #pfsxchange event of the summer series is underway in the beautiful surroundings of the Kingfisher Country Estate, just outside Belfast. There is still time to register for your free place to join us in Bristol, Durham, Leicester or Epsom: ow.ly/IQ6M50S9k9U

Introducing our National Conference 2024, taking place at Manchester Central on Tuesday 12 November. Save the date now and look forward to 5 theatres, 4 hours’ CPD and 20+ great sessions of content. Head over to pfsnationalconference.org to find out more & book today. #pfsrewired

The PFS and CII have announced the appointment of three new Directors to the PFS Board, including a new Independent Chair. Piers White MBE, Debbie Mitchell and Mike Crane officially join the PFS Board from 1 June. Find out more: ow.ly/aCnQ50S3SOv

@nextgenplannrs 😂😂😂🫡

It's been a week of big announcements, so we're joining in. Here's a message from Rohan with an exciting message for all finance pros. IYKYK 😉 Get your FREE tickets to the Global Financial Planning Conference now 👉 tinyurl.com/4uxxnt9v

This coming half-term why not encourage a young person you know to explore the world of financial planning? Our Virtual Work Experience Programme with Springpod is available on-demand. Find out more here: ow.ly/wUaM50R4kuA ow.ly/g6n150R4kuB

Realtime AI assistant...

Today, Ben Peele, Managing Director of Portfolio Metrix, will host a CPD session on Insourcing, covering the benefits for clients and firms, as well as operational considerations. Find out more here: ow.ly/8eel50Rl9ns

Now it’s time for lunch and an opportunity for delegates to network. #pfsparaplanning

In the first session after the break, Callum Drage takes delegates ‘Back to the future’ focusing on the future themes that affect paraplanners and their clients. #pfsparaplanning

A fantastic Keynote @AmiraNorris - talking about the adaptability of business and embracing change. I also remember going to our local Blockbuster on a Friday night with my Dad & Sisters. Very happy memories. #pfspp #BusinessGrowth #businesstips #change @pfsconf

Here at the @pfsconf Paraplanning Conference. Starting with a welcome from Don & Keynote from @AmiraNorris #pfspp #Paraplanning