🔥The 9th Round of Easy Loan, Earn $40 Reward is in progress❗️ ⏰ Promotion Period: January 15th - Feburary 15th, 2025 👉 Register now and check more details at gate.io/campaigns/358

Last week saw the Chancellor reveal her Spring Statement. With the help of our friends at Technical Connection, we've dug into the detail to provide a handy summary for financial planners. Read our full report here: bit.ly/4laSgZX For financial advisers only

Did you catch the news this week? 👀 Our new partnership with Wipro and GBST will help us deliver a truly next-generation adviser platform. Check out our roadmap to see what’s coming 👇 bit.ly/3E7GQW0

We’re partnering with global experts to transform our platform. Find out how 👇 bit.ly/42r9I3O

What can our users expect from our new partnership with Wipro and GBST? 🚀 Annual platform upgrades 🆕 Enhanced functionality 👍 Service improvements 🌐 Future-proofed platform Find out what's changing at Wealthtime: bit.ly/3EfYIOy

After the eventful last quarter of 2024, those expecting a quiet start to 2025 have been left wanting. Read Patrick's latest deep dive as he shares his thoughts on Q1, what's happening at Wealthtime and what to expect in Q2 👇 eu1.hubs.ly/H0jgW110

Are you ready for Better Business? Join us for three expert-led webinars to help you build a stronger and more valuable advice business. Learn more and register here: eu1.hubs.ly/H0jpgkm0

Wishing all of our customers a restful Easter Break - we hope you enjoy the bank holiday weekend and take some time to relax and recharge. We’ll be ‘hopping back to it’ from 9am Tuesday. Keep your eyes peeled for more updates on our egg-citing transformation.

Don't miss Patrick's Quarterly Deep Dive - Our CEO discusses everything from Wealthtime's platform development plans to FCA news, Trump's policies and the creation of Quanta Group. Read more of Patrick's Q1 highlights here: eu1.hubs.ly/H0jyp6h0

An exciting day filming in the Wealthtime offices yesterday! 🎥⭐ Patrick Mill, David Simpson and David Power sat down to talk about the future of our new partnership and what it means for our customers. A big thanks to Reels in Motion who did an amazing job filming 👏

Considering the rollercoaster Trump has sent the markets on so far this year - it was inevitable that Copia’s first Quarterly Market Review of 2025 was going to focus on the US. Catch up here 👇 bit.ly/3ZghKfd

We're thrilled to have been nominated for two awards! 😃 We've been nominated for: 🏆 Best Retirement Provider - Money Marketing Awards 🏆 Gender Diversity & Outstanding Support Initiative - Women In Financial Advice Awards A huge thanks for the nominations!

We're making it easier for investors ✅ We recently launched a new support hub to help investors when accessing their account online. They can now find account activation support, login help and handy FAQs - all in one place. Take a look 👉 bit.ly/4jdwemQ

And that's number three! 😃 We're delighted to be nominated for Best Platform at the ILP Moneyfacts Awards, adding to our two nominations announced last week. A huge thanks for the nomination and congrats to all the other nominees 👏 bit.ly/3FtMhPR

Read Tony Hick's latest article as he explores how to drive business value through investment outsourcing 👇 bit.ly/3ZOOZGo

Join us in giving a big Wealthtime welcome to our May new starters 👋 ➡️ Kate Leung – Project Manager ➡️ Mark Haly – Risk Manager ➡️ Sarah Hooper – Client Services Executive Welcome to the team!

Well, we certainly live in interesting times... In his latest quarterly deep dive our CEO, Patrick Mill, shares his thoughts on the second quarter of the year and what to expect in Q3. Read here 👉 bit.ly/4l5IxTA

It can be tricky for advice professionals when it comes to building the value of their firm. We spoke to Roderic Rennison, Partner at Catalyst Partners, about the factors that drive business value and how advisers can grow theirs. Read here 👉 bit.ly/4eeN3xc

Don't miss out on Patrick's Quarterly Deep Dive - our CEO jumps into some big topics, including: 📉 The tariffs and turbulence through Q2 🤔 The current UK economic picture 👀 What's on at Wealthtime Read here: bit.ly/4k8BIQD

Congratulations to all our colleagues nominated for the Women in Financial Advice Awards 2025 🤩 🌟 Jessica Allen 🌟 Joanne Benson 🌟 Lucy Bristow 🌟 Tina Busby-Grayer 🌟 Nicola Clark 🌟 Mia Cohen We're keeping our fingers crossed for you all 🤞 bit.ly/3I64fJa

Best of luck to England's Lionesses as the #WEURO kicks off today! 🦁🏆