September 2017
EDITION

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Profiles

  • Dan Atkinson – EQ Investors

    16 June 2015

    Considering he has just four years of paraplanning under his belt, Dan Atkinson says he “never expected in my wildest dreams” to scoop this year’s IFP Paraplanner of the Year award.

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  • Richard Allum – The Paraplanners

    16 June 2015

    Richard Allum, founder of The Paraplanners, believes the strong ethos of collaboration among paraplanners is helping to put paraplanning firmly on the financial services map.

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  • Rachel Kitching – Cooper Parry Wealth

    16 June 2015

    Before we sit down to talk about paraplanning, Rachel Kitching, head of Operations at Cooper Parry Wealth, gives me a tour of the firm’s new offices.

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  • Laura Randall – Monahans Financial Services

    16 June 2015

    Over the next few years most financial planning firms will see the necessity of employing paraplanners, and ultimately paraplanners will be seen on a par with financial advisers.

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  • Hannah Smith – Saunderson House

    31 May 2015

    The best part of being a paraplanner is the client contact and the worst, having to get tough with product providers, Hannah Smith tell s editor Rob Kingsbury

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  • John Redmond – BpH Wealth Management

    27 May 2015

    In the right place at the right time Having moved from someone who ‘had no idea what a paraplanner was’ to helping organise the Powwow conferences, John Redmond, senior paraplanner with BpH Wealth Management, was the ideal profile for the inaugural issue of Professional Paraplanner

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