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IFA quits network Financial Ltd to tweet freely
by Michelle Abrego on Feb 25, 2013 at 10:00
Loughborough-based adviser Matthew Walne has won the right to tweet freely after leaving network Financial Ltd to become directly authorised.
Walne (pictured), managing director of Santorini Financial Planning, said he had made the move due to his concerns over the national and network model, but added that Financial Ltd’s social media policy was also an issue.
‘It didn’t really understand [social media], so it has a carpet ban [except for LinkedIn], which is a bit short-sighted,’ he said.
Walne said the process of becoming directly authorised was useful to the business, as he focused on processes, data recovery and business continuity.
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by Michelle Abrego on Jul 29, 2014 at 11:01