November 2017
EDITION

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Profiles

  • 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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  • 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...

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  • 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...

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  • 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...

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  • 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,...

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  • Benjamin Fabi – Jones-Sheridan

    28 July 2016

    Benjamin Fabi, paraplanner with Jones-Sheridan, has had something of a chequered job history, he admits Talk to Benjamin Fabi, about a particular paraplanning role and he can probably say ‘been there, done that’. The paraplanner with Cheshire based financial planning firm Jones-Sheridan jokes that at one time his friends used to say to him...

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  • Christina Melling – Clarion Wealth Planning

    17 June 2016

    Christina Melling moved home, leaving behind a legal job and her family to become a trainee paraplanner with Clarion Wealth Planning. Rob Kingsbury talked to her about her decision, what her role entails and her ambitions. When Christina Melling moved from Bolton in Lancashire to Knutsford, Cheshire, to become a trainee paraplanner with Clarion...

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  • Kim Bendall – The Paraplanners

    9 May 2016

    Kim Bendall of The Paraplanners talked to Rob Kingsbury about being catapulted into running the business and balancing paraplanning with being a company director. One evening in Feb 2014 Kim Bendall, then senior paraplanner with outsourced services firm The Paraplanners, received a telephone call from the firm’s owner Richard Allum saying he was seriously...

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