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Not so long ago, we asked for volunteers who would be willing speak to us - over the phone - and let us know what they like about Moneyscope.

So here’s Gary Phillips of Phillips Financial Planning in Newry, County Down; the first of six advice professionals who feature in six individual animations that we’ll occasionally publish over the next few weeks.

What you hear is what was said. It’s an unscripted, unedited and unprompted one-take ‘open mike’ phone call.

We let people like Gary know what we hoped to achieve by recording the call - to help people who don’t use Moneyscope understand why people who do use Moneyscope do - but, as far as the content of the call was concerned, well we left that up to Gary to decide.

We’d like to thank Gary for taking the time to talk to us, and for letting us use the audio from the call for this animation.

And, while we’re at it, we’d also like to thank Philippa Gee of Philippa Gee Wealth Management, John Gay of Frisco Financial Planning in Texas, USA, Paul Richardson of Concept Financial Planning, Phil O’Connor of Whitewell Financial Planning and Pete Matthew of Jacksons Financial Services - for kindly offering their time to contribute to the project.

By the way, if any of our featured advisers ever fancy a change in career direction, we’re certain that they could all cut it as broadcasters if they ever wanted to!

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    • #cashflow planning
    • #financial planning
  • 2 months ago
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Moneyscope is a refreshingly straightforward web-based way for financial advisers and planners to calculate their clients' lifetime cash flow.

Designed to be swift, simple and easy to use, financial advice professionals everywhere are discovering that Moneyscope is an invaluable asset for great financial advice.

To find out why visit the Moneyscope website, follow us on Twitter or subscribe to the RSS feed.

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