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Category: Useful tips


We are increasingly using Evernote over Dropbox as we find it very useful to be able to leave comments on the uploaded file "along side". The only way to make a comment in Dropbox is within the title name or create a new "Word...

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VouchedFor is an IFA lead generation website. It differentiates by allowing clients to rate their experience. I like the ethos and once met their MD who offered a good vision post RDR of how the site will work....

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VAT on ongoing services

You might be wondering how the headline has anything to do with technology. Well, along with many of my peers I have been on a roller-coaster ride regarding whether or whether or not we need to charge our clients VAT on ongoing...

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Uploadable Voyant factfind

Voyant is a fantastic lifetime cashflow forecasting system. Clients like the outputs as they are graphically. However, clients often find completing a fact-find dull as it is information that they know well (but is clearly...

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