November 2017
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Profiles

  • 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...

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  • 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...

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  • 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.

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  • 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

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  • 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.

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  • Sean Donald – The Timebank

    24 June 2015

    If there’s one thing Sean Donald, paraplanner with the TimeBank, strives to overcome, it’s the industry’s predilection to confuse clients with jargon.

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  • Alex Lannin – Francis Clark Financial Planning

    16 June 2015

    When Professional Paraplanner talked to Alex Lannin, technical services manager at Francis Clark Financial Planning, he was in the firm’s Torquay office, one of three offices out of seven where the south-west based accountancy and chartered financial planning firm has based its paraplanners.

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  • Richard Etheridge – Prestwood Etheridge & Russell

    16 June 2015

    Richard Etheridge, managing director, Prestwood Etheridge & Russell Ltd, has 26 years of paraplanning under his belt. In that time he has gained a wealth of knowledge and experience. He has structured an approach to his working day that means he works 9am to 5pm, Monday to Friday and when he leaves on the...

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