February 2018
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Profiles

  • 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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  • Rebecca Kowalski – Cornerstone Asset Management

    16 June 2015

    Rebecca Kowalski, senior paraplanner with Cornerstone Asset Management, had set her sights on being the next Kate Adie. Her degree in Russian and Spanish from Sheffield University, attained almost a decade after she left school, she believed would stand her in good stead in travelling the globe and reporting from the news hotspots.

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  • 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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