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Adviser Growth Community

113 members • $29/month

21 contributions to Adviser Growth Community
True Potential
My client has received a letter from True Potential, saying they may be entitled to redress. I did see something about this on the Facebook page. Has anyone else seen anything like this? I moved a True Potential Pension to Nucleus just over a year ago.
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PR opportunity: Your message for Rachel Reeves on Budget week?
For a story being published tomorrow AM SHARP. Simple question: What would be the one thing you would like to say to Rachel Reeves as she enters Budget week? Video responses particularly welcome. To respond to this News Alert, go to this link: https://app.newspage.media/news-alerts/message-for-reeves-on-budget-week Deadline for responses: 23/11/2025 23:59 (GMT)
PR opportunity: Your message for Rachel Reeves on Budget week?
1 like • Nov '25
Shut down the leaks, announcements and u turns.
Cash Deposit
I have a business client looking to make a cash deposit of £1m plus. Where would you start, instant or 30 days notice?
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Protection qustion
I’m looking for some key person cover, but they had a kidney transplant 18 months ago, any suggestions?
1 like • Jan '25
So apparently the Exeter is the provider to look at.😀
AI
Ive just used your AI, wow, it's great. I had to write my questions I don't particularly appreciate talking to machines, but well done.
1-10 of 21
John Donnelly
2
2points to level up
@john-donnelly-4249
123

Active 5d ago
Joined Feb 6, 2024
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