March 2018


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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...

  • 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...

  • 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...

  • 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...

  • 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...

  • 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...

  • 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,...

  • 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...