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Late last year, we posted the first of six animations featuring Moneyscope users.

Here’s the second. This time we’ve recorded a call with Philippa Gee of Philippa Gee Wealth Management based in Church Stretton, Shropshire.

Just like the call with Gary Phillips, what you hear is what was said. It’s an unscripted, unedited and unprompted one-take ‘open mike’ phone call.

    • #cashflow planning
    • #financial planning
    • #moneyscope
  • 1 month 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.

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