Dan Weston
374 posts
Dan Weston
@mcfplanning
Business owner and Financial Planner at @mathewscomfort
Frilford, England Katılım Nisan 2018
846 Takip Edilen627 Takipçiler
@ScottMillarIFA @TruePotential_ SRL mate, because it’s really high up on the challenging list of running an IFA firm!
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@mcfplanning @TruePotential_ Which part convinced you to sell?
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Just took a call from @TruePotential_ offering me 12x ongoing fees to sell my business. As lovely as that sounds, how?! And if not interested did I know their platform produces a suitability report in under 2 minutes. What is going on out there!
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Boy has expensive tastes, reckons he’s paying with the coins in his pocket 🤦♂️
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Dan Weston retweetledi
📢 And the winner is…
A wonderful evening was had by all last Friday, 7th June, at the OXBA ceremony dinner at Oxford Brookes Campus.
It was a pleasure to announce Amy Taylor of TAP Social Movement as the winner of our company award 🥂
#MathewsComfort #OXBA
GIF
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Dan Weston retweetledi
#OXBA finalists in the spotlight ahead of the Oxfordshire Business Awards Dinner this Friday 7 June. Next is the @Mathewscomfort
Young Business Person of the Year Award finalists Ross Brown, Amy Taylor and Eddie Whittingham
oxfordshirebusinessawards.co.uk/oxfordshire-bu…
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Mixed emotions with my eldest child Riley leaving the office today, but excited for the wonderful time he will have over the next 6 months ✈️🌏
Mathews Comfort@Mathewscomfort
Wishing Riley "bon voyage" today as he leaves his temporary assignment at Mathews Comfort, to go travelling. Thank you, Riley, for your willingness to learn and to help every member of the team. We have all appreciated your sense of humour! 🛩️🌍 #MathewsComfort
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@AlanJLSmith @FT @ClaerB My wife Elena just joined scheme with a Bank. This was the split today, with life styling, she is 39 years old! Madness. Large consultancy firm advise the bank. I’d take half their fee and do it properly!
Frilford, England 🇬🇧 English
@mercer claims to help employers construct smart investment strategies and improve member outcomes, ensuring they have the right amount at retirement. How does this strategy help a 39 year old and how do they know what the right amount is 🤷♂️
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New Year’s Eve in Kaunas with the Family. Great city ❄️🎉
Kaunas, Lietuva 🇱🇹 English
We may have lost the rugby, but I’m definitely winning with my beautiful wife ❤️💍🥂
Mineo, Sicilia 🇮🇹 English
@nicklincoln @AlanJLSmith And I think I read in the last day or so the most popular MPS recommended by advisers for a particular investment firm was 50/50 split!
South East, England 🇬🇧 English
"But the ̷A̷t̷t̷i̷t̷u̷d̷e̷ ̷t̷o̷ ̷R̷i̷s̷k̷ Mumbo Jumbo Questionnaire said my client needed 40% in bonds....."
The road to Hell is paved with bad compliance.
"Return-free risk," per @AlanJLSmith.
Blake Millard, CFA@BlakeMillardCFA
@GRDecter G, we already there... Long-duration US TSY bonds have now lost more in % terms than stocks did during the GFC in 2008-2009 The drawdown in Vanguard Ext Duration Treasury ETF (-58.3%) now exceeds the peak-to-trough losses suffered in the S&P 500 during GFC crash (-56.0%)
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Early start, let’s see more blue on the board today 🏌️♂️⛳️🇪🇺
Guidonia Montecelio, Lazio 🇮🇹 English
#HUMConf enjoying the conference and interesting listening to the SA Financial Planner of the year. Looking forward to learning more about the SA FP scene @Mathewscomfort on tour
Cape Town, South Africa 🇿🇦 English
Looking forward to hosting the @Mathewscomfort team and friends for our annual summer party 🌞🍻🥂
Frilford, England 🇬🇧 English
@nicklincoln Are you in Taormina? We get married there in October and everyone asks have I seen white lotus. Not yet.
South East, England 🇬🇧 English
South East, England 🇬🇧 QME
Cotswolds insiders: restaurant recommendations in/near Stow-on-the-Wold please 🙏🏼
South East, England 🇬🇧 English
Dan Weston retweetledi
📢Hot off the press!📢 We've got great news!
Mathews Comfort has been listed as a FINALIST for the 2023 Women in Financial Advice Awards! We are incredibly proud to see our name alongside key players in financial services. #WIFA23 #MathewsComfort
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