November 2017
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Profiles

  • Cathi Harrison – Para-Sols

    13 April 2016

    Rob Kingsbury talked to Cathi Harrison about how she started and developed outsourced paraplanning firm Para-Sols Cathi Harrison has been a paraplanner for nine years and has run her own outsourced paraplanning business for seven of those years. In 2014 she became the first paraplanner to become a member director of The Personal Finance...

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  • Warren Bentham – 75point3

    21 March 2016

    Warren Bentham, head of paraplanning for 75point3, epitomises the added value that paraplanners can bring to adviser businesses. He talked to Rob Kingsbury about having a role that is ‘as varied as possible’ It is a sound argument that paraplanners can bring much more to a financial planning business than just their paraplanning capabilities....

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  • Alan Gow – Argonaut Paraplanning

    2 February 2016

    Leaving paid employment to start out on your own and set up an outsourced paraplanner firm is a considerable step to take, as Alan Gow director of Argonaut Paraplanning can confirm. In fact, the name Argonaut reflects that, Alan says: “ I looked it up and one of the meanings was ‘a step into...

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  • Helen Park – Clay Rogers & Partners

    11 December 2015

    Rising to the challenge For this issue’s paraplanner profile we talk to Helen Parker, winner of the PFS Paraplanner of the Year award 2015, about her role as senior paraplanner and paraplanning as a profession Helen Parker, senior paraplanner with Midlands-based Clay Rogers & Partners Ltd, has over 25 years experience of working in...

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  • Adam Wareing – Clarion Wealth Planning

    23 November 2015

    IFP Paraplanner of the Year 2015 Adam Wareing has a self-confessed “passion” for financial planning. Previously a financial planner, such was his desire to concentrate on “proper financial planning” he left the adviser firm he joint founded so that he could set up his own financial planning company. He is now head of paraplanning...

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  • Jade Connolly – Thomas Miller Investment

    1 October 2015

    “I think that as a paraplanner, currently, you can shape that role into what you want it to be, to a certain extent. There are multiple definitions of what a paraplanner is and it depends on what you want to do and where you are going to work as to what the role will...

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  • Rob Ellis – Equilibrium Asset Management

    22 September 2015

    Rob Ellis, client manager with Cheshire-based Equilibrium Asset Management, heads up the implementation team, which is tasked with successfully onboarding new clients.

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  • Scott Daniels, director, PLUS Group

    11 September 2015

    Rob Kingsbury talks to Scott Daniels, director of the PLUS Group, about becoming a paraplanner and spotting the opportunity in the market to set up a paraplanning and PA/Admin outsourcing service.

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