MoneyScope feature in City Wire
We were really pleased that Moneyscope featured in the latest entry of Ian Thomas's Diary of a (Brand) New Model Adviser column for Citywire.
Ian, a former Fidelity, Skandia and AXA marketer, is in the throes of establishing his own financial planning practice, Pilot Financial Planning, and his regular column charts the peaks and pitfalls of starting his own business.
Last week, he tackled the question of which software applications to use to help with client cash flow modelling and risk profiling. Although he didn't opt for Moneyscope in the end, we were really chuffed to hear his assessment that a swift, simple and easy to use cashflow tool like Moneyscope can be an invaluable tool for great financial advice.
If you're on Twitter, you can follow Ian at @financialpilot, as well as at his Citywire column of course.
And, Ian, if you're reading this, we wish you all the best with the new business. Of course, if you decide you'd like a refreshingly straightforward way to calculate your client's lifetime cash flow at any time in the future, you know where to find us!