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Profiles

  • Business head: Sarika Dhanjal, Paraplanning Team Manager, Tenet

    29 June 2018

    Sarika Dhanjal, Paraplanning Team Manager at Tenet, tells Rob Kingsbury about her role, how the team operates and its new outsourced service As manager of the paraplanning team at Tenet, Sarika Dhanjal is not herself a paraplanner but rather, her role is one of business management, team development and the bigger picture. It’s a...

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  • Going solo: Rebecca Lucas, Lime Outsourced Paraplanning

    29 June 2018

    Rebecca Lucas talks to Rob Kingsbury about setting up her firm, Lime Outsourced Paraplanning, and the challenges she has faced over the past five years Rebecca Lucas has just celebrated the fifth anniversary of her outsourced paraplanning firm Lime Outsourced Paraplanning. Given that half of UK businesses fail within their first five years, reaching...

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  • The right mindset: Grahame Hopper, VWM Wealth

    28 June 2018

    Grahame Hopper, chartered financial planner at VWM Wealth, tells how taking time out to travel helped him to realise the job he wanted and scoop the PFS Paraplanner of the Year award Taking time out of his career path to travel around the world was possibly the best decision of his professional life to...

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  • Jonny Stubbs – LIFT-Financial

    9 March 2018

    Recruited to build the paraplanning team at LIFT-Financial, Jonny Stubbs talks about the role and lays out his first-year plan and vision for the team Jonny Stubbs joined LIFT-Financial, part of the LIFT-Financial Group, in January 2018 as head of Technical Support, with a brief to grow and develop the paraplanning team for the...

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  • Elsa Ordonez Garcia – Mazars

    14 February 2018

    Paraplanners have the power and ability to shape and develop the paraplanning profession, Elsa Ordonez Garcia tells Rob Kingsbury Elsa Ordonez Garcia has a vision for the paraplanning profession. “My dream is that one day there will be a little boy or girl out there who says: ‘When I grow up I want to...

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  • Kirsty Stone – Dart Capital

    22 January 2018

    Rob Kingsbury talked to this year’s CISI Paraplanner of the Year, Kirsty Stone, about being a Law graduate, her work with Citizens Advice Bureau and becoming senior paraplanner at Dart Capital Kirsty Stone, senior paraplanner with City of London-based Dart Capital scooped this year’s Chartered Institute for Securities & Investment (CISI) Paraplanner of the...

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  • Keith Boyes – St James’ Place

    21 November 2017

    Keith Boyes, paraplanner with St James’s Place, talked to Rob Kingsbury about moving from Edinburgh to Hong Kong, the ex-pat lifestyle and what it’s like to be a paraplanner abroad For Keith Boyes, Chartered Financial Planner and paraplanner with St James’s Place Wealth Management in Hong Kong, the decision to leave his paraplanning job...

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  • 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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