Post by Daniel Edmondson

Twenty7tec | Transforming financial advice through technology | CeMAP | CeRER | BA (Hons) | 2 X Finalist BDM Of The Year | Outdoor Enthusiast ๐Ÿš€ ๐Ÿง  ๐ŸŒ… ๐Ÿฅพ โ›ฐ๏ธ โ›๏ธ ๐Ÿ“๐ŸŒ„ ๐Ÿ“ธ

70% of people have heard of ways to use property wealth in retirement. Only a small proportion ever act on it. Thatโ€™s not an awareness problem. ๐ˆ๐ญโ€™๐ฌ ๐š๐ง ๐š๐๐ฏ๐ข๐œ๐ž ๐š๐ง๐ ๐ฏ๐ข๐ฌ๐ข๐›๐ข๐ฅ๐ข๐ญ๐ฒ ๐ฉ๐ซ๐จ๐›๐ฅ๐ž๐ฆ. The Fairer Finance ๐‘๐ž๐ญ๐ข๐ซ๐ž๐ฆ๐ž๐ง๐ญ ๐‚๐จ๐ฆ๐ฉ๐š๐ฌ๐ฌ highlights something weโ€™ve probably all seen in practice: ๐Ÿ’  Clients have assets across pensions and property ๐Ÿ’  But those conversations rarely happen together ๐Ÿ’  And advisers often have to piece everything together manually Since moving into fintech, this is where the real friction stands out most. Not in the availability of options... But in the ability to ๐œ๐จ๐ง๐ง๐ž๐œ๐ญ ๐ญ๐ก๐ž๐ฆ ๐ข๐ง ๐š ๐ฆ๐ž๐š๐ง๐ข๐ง๐ ๐Ÿ๐ฎ๐ฅ ๐ฐ๐š๐ฒ. Because when everything is fragmented: ๐ŸŸ  conversations happen too late ๐ŸŸ  opportunities are missed ๐ŸŸ  and outcomes arenโ€™t optimised The real shift for the market isnโ€™t just more solutions. If we want better outcomes, itโ€™s about: โœ”๏ธ better visibility โœ”๏ธ better integration โœ”๏ธ better conversations Feels like weโ€™re getting closer, but still a way to go. How are you currently bridging that gap in your advice process? #FintechInnovation #AdviserSupport #LaterLifePlanning