December 2017
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Paraplanner profile extra: Kirsty Stone

29 November 2017

In the December issue, we feature Kirsty Stone, senior paraplanner with City of London-based Dart Capital as our Paraplanner Profile.

This year’s Chartered Institute for Securities & Investment (CISI) Paraplanner of the Year. A Law graduate, Kirsty has worked for Citizens Advice Bureau, Pensions Wise and as an administrator for an IFA firm before joining Dart Capital.

In her profile she talks about her career to date, why she entered the CISI award and the process involved, and her thoughts on the future of the financial planning market and where she sees paraplanning sitting within it.

In this video, she shares her views on the paraplanning role – the best, worst and most satisfying parts of being a paraplanner.