Friday, 26 May 2017 11:10

Pete Matthew reveals top apps for Financial Planners

Rate this item
(0 votes)
Financial Planning Today magazine Financial Planning Today magazine

Pete Matthew has told Financial Planning Today magazine his 11 most essential smartphone apps that planners should aim to get hold of.

Chartered Financial Planner Mr Matthew CFPTM Chartered MCSI has become a successful podcaster, attracting large audiences through his Meaningful Money project.

The MD of Cornish firm Jacksons Wealth Management has spoken about the apps that would benefit planners in the latest issue of the magazine, which is out now.

Follow the link HERE to read the magazine and see Mr Matthew’s feature.

The tips about apps are part of a cover feature on business technology, with views from a number of Chartered Financial Planners.

They discuss what Financial Planning software they believe is the best, what programs and devices they are using to increase their business efficiency and they give fellow planners tips on what other technology they might want to consider to help them in their daily working lives.

The latest issue of Financial Planning Today, our new 40-page magazine for Financial Planners and Paraplanners, is now live online to all readers.  

The new publication features exclusive content, including contributions from leading figures in the worlds of Financial Planning, Paraplanning and Wealth Management, plus features and insights produced by experienced financial journalists.

You can read it HERE or click on the cover below.

FPT front May 2017.png

Financial Planning Today's latest issue highlights include:

• A Special Report examining the Chartered vs Certified Financial Planner debate

• Financial Planner Angela Maher gives her client loyalty tips

• Columns from high profile planner Julie Lord, PFS chief executive Keith Richards, CISI head of Financial Planning Campbell Edgar

• New Investment and DFM section with 180+ DFM providers listed plus DFM updates

• Plus, Planner Casebook, Inside My Business with EQ Investors, Financial Planning and Paraplanning news and much more

For editorial enquiries please contact: This email address is being protected from spambots. You need JavaScript enabled to view it.. For advertising enquiries, including recruitment advertising, please contact: This email address is being protected from spambots. You need JavaScript enabled to view it. or 01895 678629.

For editorial enquiries please contact: This email address is being protected from spambots. You need JavaScript enabled to view it.. For advertising enquiries, including recruitment advertising, please contact: This email address is being protected from spambots. You need JavaScript enabled to view it. or 01895 678629.

• To read the latest issue click on the front cover above or go to our magazine back issue section via the menu on the home page.

Last modified on Friday, 26 May 2017 11:10
FINANCIAL PLANNING JOBS - Advertise your vacancy from £99 ex VAT
Reach 12,000+ professionals by advertising your vacancy with us. Set up an account and post your job the same day. Big savings for advertising 2 or more vacancies.
Special Offer: Use code 'FPJSaver10' on checkout to save on selected packages. Click for details:
jobs.financialplanningtoday.co.uk/