Here’s the new Step 2 screen. Regular Moneyscope users will notice that negative values are now displayed in orange but, when you print the client report, they appear in red.
We just thought we’d post a a couple of preview shots of the new Moneyscope Too design, before it goes live on Monday. Here’s the redesigned Step 1 screen.
In the fourth of a series of six animated phone calls, John Gay of Frisco Financial Planning in Frisco, Texas, explains why he likes using Moneyscope.
Just like last month’s call with Phil O’Connor, what you hear is what was said. It’s an unscripted, unedited and unprompted one-take ‘open mike’ phone call.
Meet Phil O’Connor of Whitewell Financial Planning based in Bolton, Lancashire. Phil features in the third of a series of six animated phone calls in which users of Moneyscope explain why they like using it.
Just like last month’s call with Philippa Gee, what you hear is what Phil said. It’s an unscripted, unedited and unprompted one-take ‘open mike’ phone call.
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.
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!
