March 2018


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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...

  • 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...

  • 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...

  • 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....

  • Cathy Russell – Canada Life

    8 December 2016

    Former paraplanner Cathy Russell is now a tax and estate planning consultant, travelling the country helping to train staff in advisory firms. A job she loves, she tells Rob Kingsbury  Cathy Russell has worked in the financial services industry for over 20 years. She started as a secretary, moved into administration then paraplanning and...

  • Jenny Ryan – Baigrie Davies

    11 November 2016

    Worth her weight in gold    CISI Paraplanner of the Year Jenny Ryan tells us how she set her sights on becoming a paraplanner and why her award celebrations were low key  Only one thing might have detracted from the achievement of Jenny Ryan, paraplanner with Baigrie Davies, of winning the CISI Paraplanner of...

  • Matthew Harrison – Brown Shipley

    17 October 2016

    Good paraplanners grow into the role through hard graft, experience and an ability to see the bigger picture. That can’t be fast tracked, paraplanner Matt Harrison, tells PP editor Rob Kingsbury The imbalance in the demand for skilled and qualified paraplanners and the number of paraplanners in the market on the supply side is...

  • Farida Hassanali – UBS Wealth Management

    14 September 2016

    Knowing from an early age she wanted to help people with their money, Farida Hassanali has focused on the exams and financial services roles that would enable her to follow her chosen path – and give back Not many people know they want to be a paraplanner at the age of 12. Farida Hassanali,...