May 2018
EDITION

VIEW ONLINE
SUBSCRIBE

Register with PP

Newsletter, Jobs & Event Alerts

Profiles

  • 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...

    READ ARTICLE
  • 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.

    READ ARTICLE
  • 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.

    READ ARTICLE
  • Martin Green – Chadney Bulgin

    27 July 2015

    Martin Green has two paraplanning awards under his belt and says he intends to use them to help promote paraplanning around the industry. “I wouldn’t want to put the award on the shelf and leave it there – I believe if you’ve been given that kind of accolade then you should use it to represent...

    READ ARTICLE
  • Nathan Fryer – Plan Works

    26 June 2015

    Nathan Fryer set up outsourced paraplanning firm Plan Works in 2014. He’s now looking to expand the operation.  Nathan Fryer, director and paraplanner at outsourced paraplanning firm Plan Works, began his working life within the sales side of asset management houses dealing with the intermediary market. Over 10 years he says he met with...

    READ ARTICLE
  • Joanna Hague – Investments for Life

    24 June 2015

    Professional Paraplanner editor Rob Kingsbury spoke to Joanna Hague, paraplanner with Doncaster-based Investment for Life about her passion for financial planning and Twitter.

    READ ARTICLE
  • Martin Vaughan

    24 June 2015

    Martin Vaughan has been an influential figure in the development of paraplanning in the UK. Rob Kingsbury spoke to him about his career and how much he’d seen the profession change over the years

    READ ARTICLE
  • Mandy Kemp – Tilney Bestinvest

    24 June 2015

    Leading a team of some 20 paraplanners that are spread around the country presents a range of challenges, Mandy Kemp, director Paraplanning at Tilney Bestinvest.

    READ ARTICLE
23456