September 2017
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Profiles

  • Caroline Stuart – Technical Solutions

    14 September 2017

    Caroline Stuart tells Rob Kingsbury what her role as head of Technical Solutions at DB Wood entails, how she thinks paraplanning will progress as a profession, and why she is hosting this year’s national Paraplanners’ Powwow Attendees of the national Paraplanners’ Powwow in September will find it has a new host, Caroline Stuart. The...

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  • Kat Mock – The Aspire Partnership

    6 July 2017

    Rob Kingsbury talks to Kat Mock, winner of our Paraplanner of the Year Award 2017, about her career, working in-house and outsourced, and what excites her about trust planning In the course of her six-and-a-half-year career as a paraplanner, Kat Mock, paraplanner with The Aspire Partnership and winner of the Professional Paraplanner Paraplanner of...

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  • Christina Georgiou – John Lamb

    16 June 2017

    Christina Georgiou, paraplanning manager at John Lamb, is not afraid to challenge the status quo, she tells PP editor Rob Kingsbury If there is one thing that irks Christina Georgiou, paraplanning manager at John Lamb, about this industry it is compliance, notably its seeming inability to respond to the needs of a changing market,...

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  • Rebecca Tuck – Magenta

    28 April 2017

    Rebecca Tuck moved from large financial company to a new launch, five-person financial planning firm. We talked to her about the transition, the challenges and the rewards, what she’s involved in and how she runs her day “It’s been exciting and very rewarding,” says Rebecca Tuck, paraplanner with Magenta Financial Planning, talking about her...

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  • Hugh Johnson – Sanlam UK

    30 March 2017

    Riding the wave Hugh Johnson talks about his route to head of paraplanning at Sanlam UK and the challenges of running a team of 17 paraplanners. Hugh Johnson, head of paraplanning at Sanlam UK, would be the first to admit that he has benefited from the rise in profile and the incredible demand for...

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  • Neil Clarke – Montfort International

    2 March 2017

    Neil Clarke, paraplanner with Montfort International, says the complexities of helping clients move their finances overseas makes his job the most satisfying of his career Neil Clarke, paraplanner with Montfort International, may only have been a paraplanner for three of his 25 years in the financial services and insurance markets but he says he...

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  • Victoria Groves – EQ Investors

    6 February 2017

    Coming from a financial services family, EQ Investors’ Victoria Groves was always likely to end up in the City With her father the principal of a financial planning firm and her uncle and her cousin financial planners, the assumption might be that on leaving school, Victoria Groves, senior technical consultant at EQ Investors, would...

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  • Peter Cross – London Wall Partners

    9 January 2017

    Challenging, professional, enjoyable – Peter Cross (on the right) describes his role as paraplanner for London Wall Partners and tells of his passion for helping clients with their financial planning, investment management and philanthropy Pensions transfers and retirement planning have become something of a specialism for Peter Cross in his role at London Wall Partners....

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